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BLUE WATER ASSET MANAGEMENT
4120 E. Beltline Ave.
Suite 100
Grand Rapids, Michigan 49525
Tel: 616-447-1600
About BLUE WATER ASSET MANAGEMENT
BLUE WATER ASSET MANAGEMENT, formally registered with the SEC as BLUE WATER ASSET MANAGEMENT. The firm was established in 03/18/2015. They have over 4 offices throughout the country.
BLUE WATER ASSET MANAGEMENT is a Grand Rapids, Michigan based Financial Planning firm with nearly $334,730,589 assets under management, offering retirement planning & investment advisory services to 1695 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175362 |
| SEC# | 801-81153 |
| Assets Managed by Firm | $334,730,589 |
| No. of Clients | 1695 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1695 | $334,730,589 |
| Individuals (other than high net worth individuals) | 542 | $140,505,024 |
| High net worth individuals | 113 | $189,040,829 |
| Charitable organizations | 3 | $991,787 |
| Corporations or other businesses | 7 | $2,070,732 |
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