Overview
Assets Under Management: $6.4 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 295
Average Client Assets: $20 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 295
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.26
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 3,299
Discretionary Accounts: 3,219
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 297596
Last Filing Date: 2024-06-21 00:00:00
Website: https://www.bluecurrentportfolios.com/