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BLUE EDGE CAPITAL, LLC
5706 Grove Avenue
Suite 202
Richmond, Virginia 23226
Tel: 804-673-7401
About BLUE EDGE CAPITAL, LLC
BLUE EDGE CAPITAL, LLC, formally registered with the SEC as BLUE EDGE CAPITAL, LLC. The firm was established in 04/16/2013. They have over 1 offices throughout the country.
BLUE EDGE CAPITAL, LLC is a Richmond, Virginia based Financial Planning firm with nearly $657,132,612 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155613 |
| SEC# | 801-77861 |
| Assets Managed by Firm | $657,132,612 |
| No. of Clients | 369 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 369 | $657,132,612 |
| Individuals (other than high net worth individuals) | 33 | $14,539,933 |
| High net worth individuals | 81 | $516,099,832 |
| Pension and profit sharing plans | 6 | $15,943,868 |
| Charitable organizations | 19 | $109,635,452 |
| Corporations or other businesses | 1 | $913,527 |
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