BLUESPHERE ADVISORS LLC

2108 Dekalb Pike
East Norriton, Pennsylvania 19401
Tel: (610) 277-1515

About BLUESPHERE ADVISORS LLC

BLUESPHERE ADVISORS LLC, formally registered with the SEC as BLUESPHERE ADVISORS LLC. The firm was established in 09/26/2019. They have over 4 offices throughout the country.

BLUESPHERE ADVISORS LLC is a East Norriton, Pennsylvania based Financial Planning firm with nearly $445,136,606 assets under management, offering retirement planning & investment advisory services to 1219 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283972
SEC#	801-117413
Assets Managed by Firm	$445,136,606
No. of Clients	1219
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1219	$445,136,606
Individuals (other than high net worth individuals)	324	$100,491,381
High net worth individuals	139	$340,296,648
Pension and profit sharing plans	Fewer than 5 clients	$4,163,487
Charitable organizations	Fewer than 5 clients	$185,090

More Retirement Planning firms in East Norriton, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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