DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
BLUELINE ADVISORS
Tel: 603-418-0940
99 Water Street Suite 3
Exeter, New Hampshire 03833
BLUELINE ADVISORS
BLUELINE ADVISORS is a Exeter, New Hampshire based financial advisory firm with nearly $184,085,659 in assets under management and provides investment advisory services for 466 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (SUB-ADVISORY SERVICES; CONSULTING ON NON-SECURITIES RELATED PROJECTS)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
164642
SEC#:
801-91171
No. of Clients:
466
Assets under Management
$184,085,659
No. of Advisors:
4
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