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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