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Blue Investment Partners LLC

Headquartered in DANVILLE, CA

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Firm Information

Blue Investment Partners LLC is an investment advisor based in Danville, CA. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They manage approximately $259.7 million in assets.

Blue Investment Partners LLC

312 RAILROAD AVENUE

DANVILLE, CA 94526

$259.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BLUE INVESTMENT PARTNERS LLC has a total of 2 branch locations across the country.

Advisors at Blue Investment Partners LLC

View All 2 Advisors

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Disclosures

There are no public disclosures for Blue Investment Partners LLC.

Frequently Asked Questions (7)

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