Blue Water Asset Management

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Blue Water Asset Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 7 advisors. Blue Water Asset Management manages $196.9 million and provides investment advisory services for 569 clients (1:82 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $346,054
Hybrid Advisor No
Disciplinary History No
Total AUM $196.9 million
Advisor / Client Ratio 1:82
Headquarters Grand Rapids, MI
SEC Filings Forms and Brochures    (CRD # 175362)
State(s) Registered GA, MI, OH, TX

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