BLUESTONE INVESTMENT MANAGER, LLC

1650 Tysons Blvd.
Suite 810
Mclean, Virginia 22102
Tel: 703-462-5601

About BLUESTONE INVESTMENT MANAGER, LLC

BLUESTONE INVESTMENT MANAGER, LLC, formally registered with the SEC as BLUESTONE INVESTMENT MANAGER, LLC. The firm was established in 07/20/2023. They have over 1 offices throughout the country.

BLUESTONE INVESTMENT MANAGER, LLC is a Mclean, Virginia based Financial Planning firm with nearly $307,567,007 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296820
SEC#	801-128359
Assets Managed by Firm	$307,567,007
No. of Clients	3
No. of Advisors	11

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	3	$307,567,007

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