Investment adviser · CRD 171506
BLUE WATER ADVISORS
Investment adviser filing (IA)
BLUE WATER ADVISORS LLC
BABYLON, NY, United States · Form ADV filed Mar 29, 2017
- Regulatory AUM
- $385M Form ADV · Item 5.F
- Client accounts
- 664 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
133 EAST MAIN STREET, SUITE 2DBABYLON, NY, 11702, United States
CRD 171506
Filing source
Form ADV 1096939 · Mar 29, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.