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Home > Retirement Planners > virginia > occoquan > BLUELIST PARTNERS, LLC
BLUELIST PARTNERS, LLC
300 Ellicott Street
Suite A3
Occoquan, Virginia 22125
Tel: 703-407-1834
About BLUELIST PARTNERS, LLC
BLUELIST PARTNERS, LLC, formally registered with the SEC as BLUELIST PARTNERS, LLC. The firm was established in 08/08/2019. They have over 2 offices throughout the country.
BLUELIST PARTNERS, LLC is a Occoquan, Virginia based Financial Planning firm with nearly $111,270,065 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304568 |
| SEC# | 801-117032 |
| Assets Managed by Firm | $111,270,065 |
| No. of Clients | 82 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $111,270,065 |
| Individuals (other than high net worth individuals) | 16 | $3,710,550 |
| High net worth individuals | 66 | $107,559,515 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
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