Ashish
Patel
Bluepointe Capital Management, LLC
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About this Advisor
Ashish Patel is a financial advisor based in Menlo Park, California, working with Bluepointe Capital Management, LLC. Ashish has previously held positions 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. Ashish has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ashish is part of Bluepointe Capital Management, LLC, which operates out of Menlo Park, California. The firm has 7 employees and manages assets totaling $764.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars, and other services. The fee structure at Bluepointe Capital Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Bluepointe Capital Management, LLC Brokerage Details
$764,207,491
7
324
$2,358,665
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
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
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
San Mateo, CA
Menlo Park, CA
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