Unclaimed Profile

Michael Donald Bills

BLUESTEM ASSET MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia

Clean recordBLUESTEM ASSET MANAGEMENT, LLC

320 E. MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 873512Firm CRD# 158330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Donald Bills · CHARLOTTESVILLE, VA

Registration

CRD #873512 · BLUESTEM ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Donald Bills is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with BLUESTEM ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BLUESTEM ASSET MANAGEMENT, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUESTEM ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 873512

Firm CRD# 158330

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Donald Bills offer?

Michael Donald Bills specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Michael Donald Bills's credentials?

Michael Donald Bills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Donald Bills located?

Michael Donald Bills is based in CHARLOTTESVILLE, Virginia, working with BLUESTEM ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Michael Donald Bills charge for services?

Michael Donald Bills's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUESTEM ASSET MANAGEMENT, LLC?

BLUESTEM ASSET MANAGEMENT, LLC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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