BLUEFIN FINANCIAL

RIASEC RegisteredEst. 2018

Total AUM

$290M

Discretionary

$272M

94% of AUM

Avg account

$409K

Accounts

708

Employees

Advisory reps

Firm details

Headquarters: MOORESTOWN, New Jersey
CRD number: 288375
Registered since: January 2, 2018
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.23%
Individuals26.66%
Pension & Profit Sharing Plans2.11%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bluefin Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm serves both individuals and families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ownership is listed as individual and the adviser charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Bluefin is not identified as an active ESG investor and is not designated as a multi-state adviser in the source data. The firm reports industry relationships with accountants and an insurance company, which suggests coordination around tax, reporting or risk-transfer solutions for clients. Bluefin does not present itself as a capital allocator to external managers in the material provided.