BLUE WATER CAPITAL MANAGEMENT, LLC - Financial Advisor in North Carolina, Apex

Tel: 919-589-2528 315 S. Salem Street #422 Apex, North Carolina 27502

About BLUE WATER CAPITAL MANAGEMENT, LLC

BLUE WATER CAPITAL MANAGEMENT, LLC is a Apex, North Carolina based financial advisory firm with nearly $140,645,551 in assets under management and provides investment advisory services for 389 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

127193

Firm SEC#:

801-130294

Assets Under Management:

$140,645,551

No. of Clients:

389

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in North Carolina, Apex

FirmCRD#:145334

SEC#:801-131679

No. of Advisors:8

No. of Clients:670

AUM:$112,000,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HUNTER STREET INVESTMENT ADVISORS LLC

145334

801-131679

670

$112,000,000

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