Overview
Assets Under Management: $221 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 52
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.83
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 159025
Last Filing Date: 2025-02-26 00:00:00
Website: https://bluesparkfinancial.com