Bluejay Advisor

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Lewiston, Idaho
CRD number
343898
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bluejay Advisor is organized as an Idaho-based limited liability company controlled by an individual owner. The firm focuses on fee-based wealth services, charging clients a percentage of assets under management. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small business owners. Bluejay does not identify itself as an ESG-focused manager, and it is not listed as a capital allocator, pension consultant, related adviser, or multi-state adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lewiston, ID

Nez Perce

Location

Lewiston, ID

Headquartered in Lewiston, ID, in the West of the United States.

Region
West
County
Nez Perce
Address
3439 7th Street D
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth