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Home > Retirement Planners > new hampshire > exeter > BLUELINE ADVISORS
BLUELINE ADVISORS
99 Water Street
Suite 3
Exeter, New Hampshire 03833
Tel: 603-418-0940
About BLUELINE ADVISORS
BLUELINE ADVISORS, formally registered with the SEC as BLUELINE ADVISORS. The firm was established in 04/20/2015. They have over 1 offices throughout the country.
BLUELINE ADVISORS is a Exeter, New Hampshire based Financial Planning firm with nearly $184,085,659 assets under management, offering retirement planning & investment advisory services to 466 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164642 |
| SEC# | 801-91171 |
| Assets Managed by Firm | $184,085,659 |
| No. of Clients | 466 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (SUB-ADVISORY SERVICES; CONSULTING ON NON-SECURITIES RELATED PROJECTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 466 | $184,085,659 |
| Individuals (other than high net worth individuals) | 87 | $19,337,586 |
| High net worth individuals | 50 | $117,092,678 |
| Charitable organizations | Fewer than 5 clients | $1,991,321 |
| Other investment advisers | Fewer than 5 clients | $45,664,074 |
More Retirement Planning firms in Exeter, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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