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Michelle P Lin

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.·POWAY, California
Unclaimed Profile
14259 DANIELSON ST., POWAY, CA 92064CRD# 5506063Firm CRD# 329575
01

About

Michelle P Lin is a registered financial advisor based in POWAY, California, affiliated with BLUE SKY CAPITAL CONSULTANTS GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PENSION CONSULTING FEE
Regulatory
SEC/IARD CRD# 5506063
Firm CRD# 329575
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle P Lin offer?
Michelle P Lin specializes in Financial Planning, Investment Management. Contact their office in POWAY, California for a consultation.
What are Michelle P Lin's credentials?
Michelle P Lin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle P Lin located?
Michelle P Lin is based in POWAY, California, working with BLUE SKY CAPITAL CONSULTANTS GROUP, INC.. Their office serves clients in the POWAY metropolitan area and surrounding communities.
How does Michelle P Lin charge for services?
Michelle P Lin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pension consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE SKY CAPITAL CONSULTANTS GROUP, INC.?
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in POWAY
Larry Jerome Steckler — BLUE SKY CAPITAL CONSULTANTS GROUP, INC.Parker Andrew Smith — CALTIER ADVISORS, LLCMatthew David Belcher — CALTIER ADVISORS, LLCTravis Curran Hook — CALTIER ADVISORS, LLCJames Alfred Jones — CALTIER ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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