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Deep Blue Financial LLC

Headquartered in NORTHBROOK, IL

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Firm Information

Deep Blue Financial LLC is an investment advisor with 1 investment adviser representative and 1 investment advisory function. The firm manages approximately $43,408,415 in regulatory assets under management for 89 clients. Deep Blue Financial LLC provides financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves individuals, with 50 high-net-worth individuals and 39 individuals other than high-net-worth individuals as clients.

Deep Blue Financial LLC

$43.41M

Assets Under Management

Not reported

Total Clients

Not reported

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 (1)

DEEP BLUE FINANCIAL LLC has a total of 1 branch locations across the country.
location

NORTHBROOK, IL

Advisors at Deep Blue Financial LLC

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Adam B Faust

RA

NORTHBROOK, IL

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Disclosures

There are no public disclosures for Deep Blue Financial LLC.

Frequently Asked Questions (5)

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