Blue Water Financial Technologies LLC
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Overview
Blue Water Financial Technologies LLC is a financial advisor company that has its headquarters in Minneapolis, Minnesota. Blue Water Financial Technologies LLC controls $6.7 billion in total assets throughout seven accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). It has a small team, including 4 financial advisors. Blue Water Financial Technologies LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, options and stocks.
Blue Water Financial Technologies LLC manages zero of its client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring client consent. The firm also administers seven non-discretionary accounts totaling $6.7 billion in assets. The advisory firm's average account size is $957.8 million. An average financial advisor at Blue Water Financial Technologies LLC administers about two client accounts, making it one of the most individualized financial advisor firms in the country.
Blue Water Financial Technologies LLC's main office is at 1600 Utica Avenue S, Minneapolis, Minnesota 55416. Blue Water Financial Technologies LLC is registered to provide services to clients in the state of Minnesota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Water Financial Technologies LLC by the Numbers
$6.7 billion
8
7
$957.8 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by the firm likely include some combination of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to investment companies and business development companies. Out of its seven accounts, Blue Water Financial Technologies LLC's biggest client group by number of accounts is investment companies. None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Blue Water Financial Technologies LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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