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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 $296,874,047 assets under management, offering retirement planning & investment advisory services to 1625 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 175362 |
| SEC# | 801-81153 |
| Assets Managed by Firm | $296,874,047 |
| No. of Clients | 1625 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1625 | $296,874,047 |
| Individuals (other than high net worth individuals) | 563 | $138,800,707 |
| High net worth individuals | 98 | $153,028,030 |
| Charitable organizations | 3 | $389,682 |
| Corporations or other businesses | 6 | $3,597,242 |
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