Overview
Assets Under Management: $180 million
Headquarters: HOLMDEL, NJ
High-Net-Worth Clients: 48
Average Client Assets: $3.4 million
Frequently Asked Questions
BLUE BLAZE FINANCIAL ADVISORS, 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 #171269), BLUE BLAZE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BLUE BLAZE FINANCIAL ADVISORS, LLC is headquartered in HOLMDEL, NJ.
BLUE BLAZE FINANCIAL ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated July 24, 2018. View client details ↓
According to their SEC Form ADV, BLUE BLAZE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BLUE BLAZE FINANCIAL ADVISORS, LLC manages $180 million in client assets according to their SEC filing dated July 24, 2018.
According to their SEC Form ADV, BLUE BLAZE FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.85%
Average Client Assets: $3.4 million
Total Client Accounts: 459
Discretionary Accounts: 453
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 171269
Filing ID: 1231093
Last Filing Date: 2018-07-24 14:19:00