Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > jersey city > BLUEVINE ADVISORY LLC
BLUEVINE ADVISORY LLC
30 Montgomery Street
Suite 1400
Jersey City, New Jersey 07302
Tel: 1-800-216-9619
About BLUEVINE ADVISORY LLC
BLUEVINE ADVISORY LLC, formally registered with the SEC as BLUEVINE ADVISORY LLC. The firm was established in 05/30/2023. They have over 2 offices throughout the country.
BLUEVINE ADVISORY LLC is a Jersey City, New Jersey based Financial Planning firm with nearly $651,747 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326599 |
| SEC# | 801-128028 |
| Assets Managed by Firm | $651,747 |
| No. of Clients | 22 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $651,747 |
| Corporations or other businesses | 22 | $651,747 |
More Retirement Planning firms in Jersey City, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 | |
| $315,351,503,018 | 167 | 558 |
Explore More Retirement Advisors in Jersey City, New Jersey