Adviser Profile
| As of Date | 02/28/2020 |
| Registration status | Registration Changed to BLUEDOOR PRIVATE WEALTH, LLC |
| ADV Location | WAKEFIELD, MA, United States |
| AUM* | 63,562,352 |
| of that, discretionary | 63,562,352 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 714,184 |
| % High Net Worth | 68.75% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
64M
54M
45M
36M
27M
18M
9M
2019
2020
Private Funds
No private funds