BLUELINE ADVISORS - Financial Advisor in New Hampshire, Exeter

Tel: 603-418-0940 99 Water Street Suite 3 Exeter, New Hampshire 03833

About BLUELINE ADVISORS

BLUELINE ADVISORS is a Exeter, New Hampshire based financial advisory firm with nearly $184,085,659 in assets under management and provides investment advisory services for 466 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

164642

Firm SEC#:

801-91171

Assets Under Management:

$184,085,659

No. of Clients:

466

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY SERVICES; CONSULTING ON NON-SECURITIES RELATED PROJECTS)

Fee Structure:

A percentage of AUM, Fixed fees

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