Big Blue Investors, LLC
RIAState Registered
Total AUM
$675K
Discretionary
$675K
100% of AUM
Avg account
$135K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326931
- Website
- www.bigblueinvestors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Big Blue Investors, LLC is a small, individually owned limited liability advisory firm that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator in its snapshot. Its stated advisory activity is focused on discretionary portfolio management rather than institutional consulting or custody services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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