Blue Water Financial Investor Coaching, LLC

RIASEC Registered

Total AUM

$65.2M

Discretionary

0% of AUM

Avg account

$186K

Accounts

351

Employees

Advisory reps

Firm details

Headquarters: Easton, Pennsylvania
CRD number: 171285
Website: www.bluewaterfinancialllc.com
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, ASCENSUS TRUST, ASPIRE FINANCIAL SERVICES
Fee structure: Percentage of AUM
Client types: Individuals62.74%
HNWI36.05%
Pension & Profit Sharing Plans1.21%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blue Water Financial Investor Coaching, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as an adviser and capital allocator serving both individual/family clients and institutional relationships, operating primarily on a percentage-of-assets fee model. Its advisory menu highlights portfolio management for individuals and small businesses, selection of other advisers, pension-consulting services and investor education through seminars and workshops. The firm does not identify as an active ESG investor and appears to operate on a single-state basis.