Overview
Assets Under Management: $445 million
Headquarters: EAST NORRITON, PA
High-Net-Worth Clients: 139
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,219
Discretionary Accounts: 1,217
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 283972
Filing ID: 1950724
Last Filing Date: 2025-03-05 09:16:00
Website: https://bluesph.com