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Last updated: December 6th, 2019. Data source: SEC filings.
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.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||23|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$767,315|
|Total AUM||$237.9 million|
|Advisor / Client Ratio||1:155|
|SEC Filings||Forms and Brochures (CRD # 108451)|
|State(s) Registered||FL, MA, NY, RI|