Overview
Assets Under Management: $142 million
High-Net-Worth Clients: 104
Average Client Assets: $1 million
Frequently Asked Questions
BLUE BEAR FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331226), BLUE BEAR FINANCIAL, LLC is subject to fiduciary duty under federal law.
BLUE BEAR FINANCIAL, LLC serves 104 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, BLUE BEAR FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BLUE BEAR FINANCIAL, LLC manages $142 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, BLUE BEAR FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.77
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 529
Discretionary Accounts: 529
Regulatory Filings
CRD Number: 331226
Filing ID: 2021533
Last Filing Date: 2025-11-10 11:42:54
Website: 0