Ashish
Patel
Bluepointe Capital Management, LLC
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About this Advisor
Ashish Patel is a financial advisor operating out of Menlo Park, California with 1 year of industry experience. Patel currently works for Bluepointe Capital Management, LLC. Throughout their career, Patel has worked at First Command Brokerage Services Inc, United States Air Force, United Airlines, First Command Brokerage Services, Inc, First Command Advisory Services, Inc, First Command Insurance Service, Inc and Bluepointe Capital Management, LLC. Patel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Bluepointe Capital Management, LLC is a business based out of Menlo Park, CA. It controls $642 million in assets under management between its 277 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 17 charities and foundations. Of its 277 accounts, 55% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Bluepointe Capital Management, LLC performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services are provided. Fees charged by Bluepointe Capital Management, LLC can be comprised of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluepointe Capital Management, LLC Brokerage Details
$641,799,123
7
277
$2,316,964
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Ashish Patel Work History
Ashish has been registered as a financial advisor for 1 years.*
Bluepointe Capital Management, LLC
United Airlines
United States Air Force
First Command Brokerage Services, Inc
First Command Advisory Services, Inc
First Command Insurance Service, Inc
First Command Brokerage Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashish Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluepointe Capital Management, LLC
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
San Mateo, CA
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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