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Blue Room Investment Advisors

Headquartered in DENVER, CO

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Firm Information

Blue Room Investment Advisors is an investment advisor that specializes in portfolio management for individuals and pooled investment vehicles. The firm manages approximately $18,072,412 in assets for 1 client.

Blue Room Investment Advisors

$18.07M

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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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 (1)

BLUE ROOM INVESTMENT ADVISORS has a total of 1 branch locations across the country.
location

DENVER, CO

Advisors at Blue Room Investment Advisors

View All 2 Advisors
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Minyoung Sohn

CFA®, RA

DENVER, CO

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John Carl Fenley

CFA®, RA

DENVER, CO

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Disclosures

There are no public disclosures for Blue Room Investment Advisors.

Frequently Asked Questions (7)

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