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BLUE INVESTMENT PARTNERS LLC
BLUE INVESTMENT PARTNERS LLC
DANVILLE, California
·
2 registered advisors
·
CRD# 298444
SEC# 801-128241
1
(925) 388-6940
01
Firm Overview
AUM
$260M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BLUE INVESTMENT PARTNERS LLC
2 registered advisors
Brett David Hoover
DANVILLE, California
CRD# 2068822
Matthew Brooks Dublin
DANVILLE, California
CRD# 2478058
05
Office Locations
DANVILLE, California
2 advisors
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Data sourced from SEC Form ADV filings. BLUE INVESTMENT PARTNERS LLC (CRD# 298444) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.