Overview
Assets Under Management: $146 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Frequently Asked Questions
BLUESTONE 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 #146946), BLUESTONE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BLUESTONE FINANCIAL ADVISORS, LLC is headquartered in BETHESDA, MD.
BLUESTONE FINANCIAL ADVISORS, LLC serves 50 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, BLUESTONE FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BLUESTONE FINANCIAL ADVISORS, LLC manages $146 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, BLUESTONE FINANCIAL ADVISORS, 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: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.24
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 121
Discretionary Accounts: 107
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 146946
Last Filing Date: 2024-03-20 00:00:00
Website: https://bfa-llc.com