Blue Fin Capital

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Trust Score 93%
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Blue Fin Capital, federally registered in 1998, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 2 advisors. Blue Fin Capital manages $237.9 million and provides investment advisory services for 310 clients (1:155 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) 2,102 / 7,646
Top Advisors View Advisors
Minimum Investment $500,000
Average Client Balance $767,315
Dually-Registered No
Disciplinary History No
Total AUM $237.9 million
Advisor / Client Ratio 1:155
Headquarters Warren, RI
SEC Filings Forms and Brochures    (CRD # 108451)
State(s) Registered FL, MA, NY, RI

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