Blueview Investment LLC
RIAState Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$435K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 290247
- Website
- blueviewinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals20%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Blueview Investment LLC is a small, privately owned advisory firm that provides fee-based portfolio management primarily to individuals and family clients. The firm operates under a percentage-of-assets fee model and focuses on discretionary portfolio management for individual investors and small businesses. Blueview is not identified as an ESG-focused manager, is not registered as a multistate adviser, and does not self-identify as a capital allocator or pension consultant in the provided data.
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 Equities52%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents1%
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
Similar firms
Synergy Wealth Advisors, LLC
RIAAUM $20MTEAM 1REPS 1
Penn Wealth Management
RIAOverland Park, KS
AUM $20MTEAM 1REPS 1
Harry Licursi Tax & Retirement Planning
RIAAUM $20MTEAM 1REPS 1
Culpepper Group LLC
RIAAUM $20MTEAM 1REPS 1
Cenacle Capital Management, LLC
RIAAUM $20MTEAM 1REPS 2
Yarash Global Solutions Inc.
RIAGlendale, CA
AUM $20MTEAM 20REPS 2