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BLUE MARBLE INVESTMENTS

Tel: 805-595-1820
1085 Higuera St.
Suite 120
San Luis Obispo, California  93401

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BLUE MARBLE INVESTMENTS

BLUE MARBLE INVESTMENTS is a San Luis Obispo, California based financial advisory firm with nearly $146,222,129 in assets under management and provides investment advisory services for 241 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM

Firm CRD#:

141354

SEC#:

801-120447

No. of Clients:

241

Assets under Management

$146,222,129

No. of Advisors:

3

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