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Home > Retirement Planners > new jersey > moorestown > BLUEFIN FINANCIAL
BLUEFIN FINANCIAL
212 West Route 38
Suite 106
Moorestown, New Jersey 08057
Tel: (856) 795-9998
About BLUEFIN FINANCIAL
BLUEFIN FINANCIAL, formally registered with the SEC as BLUEFIN FINANCIAL. The firm was established in 01/02/2018. They have over 1 offices throughout the country.
BLUEFIN FINANCIAL is a Moorestown, New Jersey based Financial Planning firm with nearly $259,407,105 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288375 |
| SEC# | 801-112245 |
| Assets Managed by Firm | $259,407,105 |
| No. of Clients | 677 |
| No. of Advisors | 4 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 677 | $259,407,105 |
| Individuals (other than high net worth individuals) | 266 | $78,098,492 |
| High net worth individuals | 55 | $170,294,290 |
| Pension and profit sharing plans | 3 | $11,014,323 |
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|---|---|---|---|
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