Blair Investments LLC
RIASEC Registered
Total AUM
$12M
Discretionary
$0
0% of AUM
Avg account
$1.5M
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 144539
- Website
- blairinvestments.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Blair Investments LLC is a small, individually owned limited liability company that provides fee-based portfolio management primarily for individual and family clients and for small businesses. The firm operates on a percentage-of-assets-under-management fee model and reports that its advisory work centers on portfolio management. It does not flag itself as an active ESG investor, does not advertise pension consulting, and is not described as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents25%
- State & Local Bonds5%
Contacts
1 of 1
David Blair
Registered Investment AdvisorCRD 4745614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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