Blue Water Financial Technologies LLC is a large advisory firm based in Minneapolis. It manages $859.57 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Minnesota.
Blue Water Financial Technologies provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blue Water Financial Technologies LLC is $859.57 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Blue Water Financial Technologies LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Blue Water Financial Technologies is investment companies with 1 clients and $859.57 million of assets under management. Among the 10 most similar advisory firms, Blue Water Financial Technologies has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $859.57 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Blue Water Financial Technologies doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Blue Water Financial Technologies LLC performs its advisory services is located at 1330 Lagoon Avenue, Minneapolis, MN 55408, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-217-0246 or by fax 612-286-0500. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/blue-water-financial-technologies-llc/ and its LinkedIn profile.