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BLUE MARBLE INVESTMENTS, LLC
BLUE MARBLE INVESTMENTS, LLC
BLUE MARBLE INVESTMENTS
SAN LUIS OBISPO, California
·
3 registered advisors
·
CRD# 141354
SEC# 801-120447
0
805-595-1820
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BLUE MARBLE INVESTMENTS, LLC
3 registered advisors
Arturo Andres Tabuenca
SAN LUIS OBISPO, California
CRD# 2134379
Linda Smith Shelby
SAN LUIS OBISPO, California
CRD# 1286574
Robert Brown Shelby
SAN LUIS OBISPO, California
CRD# 874503
05
Office Locations
SAN LUIS OBISPO, California
3 advisors
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Data sourced from SEC Form ADV filings. BLUE MARBLE INVESTMENTS, LLC (CRD# 141354) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.