Bluejay Advisor
Firm details
- Headquarters
- Lewiston, Idaho
- CRD number
- 343898
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bluejay Advisor is organized as an Idaho-based limited liability company controlled by an individual owner. The firm focuses on fee-based wealth services, charging clients a percentage of assets under management. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small business owners. Bluejay does not identify itself as an ESG-focused manager, and it is not listed as a capital allocator, pension consultant, related adviser, or multi-state adviser.
Assets & Accounts
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
Location
Lewiston, ID
Nez Perce
Location
Lewiston, ID
Headquartered in Lewiston, ID, in the West of the United States.
- Region
- West
- County
- Nez Perce
- Address
- 3439 7th Street D
- Time zone
- MT (UTC-7)
- Office locations
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