Blueview Investment LLC

RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$435K
Accounts
46
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
290247
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80%
  • Individuals20%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Blueview Investment LLC is a small, privately owned advisory firm that provides fee-based portfolio management primarily to individuals and family clients. The firm operates under a percentage-of-assets fee model and focuses on discretionary portfolio management for individual investors and small businesses. Blueview is not identified as an ESG-focused manager, is not registered as a multistate adviser, and does not self-identify as a capital allocator or pension consultant in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 47%, Cash & Cash Equivalents 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds47%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Mark Miller

    Mark Miller

    Chief Investment OfficerCRD 2532532

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth