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BLUE WATER CAPITAL MANAGEMENT, LLC
507 Plum St.
Suite 102
Syracuse, New York 13204
Tel: 315-438-8690
About BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BLUE WATER CAPITAL MANAGEMENT, LLC. The firm was established in 04/09/2007. They have over 1 offices throughout the country.
BLUE WATER CAPITAL MANAGEMENT, LLC is a Syracuse, New York based Financial Planning firm with nearly $150,198,210 assets under management, offering retirement planning & investment advisory services to 642 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 143414 |
| SEC# | 801-67718 |
| Assets Managed by Firm | $150,198,210 |
| No. of Clients | 642 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 642 | $150,198,210 |
| Individuals (other than high net worth individuals) | 299 | $62,034,836 |
| High net worth individuals | 20 | $27,990,590 |
| Pension and profit sharing plans | 12 | $55,782,414 |
| Corporations or other businesses | 2 | $3,459,634 |
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