Bluemound Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153995
- Website
- www.bluemoundam.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.59%
- Individuals23.53%
- Pension & Profit Sharing Plans5.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Bluemound Asset Management, LLC is a small, independent registered investment adviser serving individuals, families and some institutional clients. The firm runs a primarily equity-focused investment program: exchange-traded equities make up the largest share of its managed assets and the firm lists a stated preference for equities. Services extend beyond portfolio management to include financial planning, pension consulting and the publication of periodicals or newsletters, indicating a mix of advisory deliverables and client education. Bluemound operates predominantly on a discretionary basis — the bulk of client assets are managed under discretionary authority — and charges a mix of percentage-of-AUM, hourly and fixed fees. The firm does not identify as an active ESG investor and is not operating as a multi-state adviser according to the available profile.
Assets & Accounts
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%
- Derivatives20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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