Assets Under Management
$342.1M
Number of Clients
79
Number of Advisors
N/A
Average Client AUM
$4.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Blue Investment Partners LLC offers portfolio management and financial guidance services to high net worth individuals, foundations, endowments, trusts, estates, and corporations. They construct portfolios using ETFs, mutual funds, individual stocks, bonds, and structured notes. Financial planning is included with portfolio management.
312 Railroad Avenue, Suite 201, Danville, CA, 94526