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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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