Overview
Assets Under Management: $111 million
Headquarters: OCCOQUAN, VA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 304568
Last Filing Date: 2024-03-28 00:00:00
Website: https://bluelistpartners.com