BLUESHIFT ASSET MANAGEMENT

151 Bodman Pl.
Suite 301
Red Bank, New Jersey 07701
Tel: 732-450-8401

About BLUESHIFT ASSET MANAGEMENT

BLUESHIFT ASSET MANAGEMENT, formally registered with the SEC as BLUESHIFT ASSET MANAGEMENT. The firm was established in 12/07/2017. They have over 1 offices throughout the country.

BLUESHIFT ASSET MANAGEMENT is a Red Bank, New Jersey based Financial Planning firm with nearly $492,591,802 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290637
SEC#	801-112122
Assets Managed by Firm	$492,591,802
No. of Clients	5
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$492,591,802
Other investment advisers	2	$434,550,917

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