Overview
Assets Under Management: $133 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 29
Average Client Assets: $1.8 million
Frequently Asked Questions
BLUE JEAN 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 #331138), BLUE JEAN FINANCIAL LLC is subject to fiduciary duty under federal law.
BLUE JEAN FINANCIAL LLC is headquartered in ALBANY, NY.
BLUE JEAN FINANCIAL LLC serves 29 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, BLUE JEAN FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
BLUE JEAN FINANCIAL LLC manages $133 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, BLUE JEAN FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.24%
Average Client Assets: $1.8 million
Total Client Accounts: 891
Discretionary Accounts: 891
Regulatory Filings
CRD Number: 331138
Filing ID: 2076911
Last Filing Date: 2026-03-19 09:43:12