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BLUEFIN FINANCIAL

Tel: (856) 795-9998
212 West Route 38
Suite 106
Moorestown, New Jersey  08057

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BLUEFIN FINANCIAL

BLUEFIN FINANCIAL is a Moorestown, New Jersey based financial advisory firm with nearly $259,407,105 in assets under management and provides investment advisory services for 677 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

288375

SEC#:

801-112245

No. of Clients:

677

Assets under Management

$259,407,105

No. of Advisors:

4

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