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Home > Retirement Planners > rhode island > warren > BLUE FIN CAPITAL, INC.
BLUE FIN CAPITAL, INC.
91 Main Street
Suite 118
Warren, Rhode Island 02885
Tel: 401-454-0772
About BLUE FIN CAPITAL, INC.
BLUE FIN CAPITAL, INC, formally registered with the SEC as BLUE FIN CAPITAL, INC. The firm was established in 12/23/1998. They have over 1 offices throughout the country.
BLUE FIN CAPITAL, INC. is a Warren, Rhode Island based Financial Planning firm with nearly $507,466,218 assets under management, offering retirement planning & investment advisory services to 685 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108451 |
| SEC# | 801-56127 |
| Assets Managed by Firm | $507,466,218 |
| No. of Clients | 685 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 685 | $507,466,218 |
| Individuals (other than high net worth individuals) | 125 | $34,163,482 |
| High net worth individuals | 146 | $449,028,617 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,622,173 |
| Charitable organizations | Fewer than 5 clients | $5,133,973 |
| Corporations or other businesses | 9 | $10,517,973 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
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