BLUE WATER ASSET MANAGEMENT, LLC

BLUE WATER ASSET MANAGEMENT
GRAND RAPIDS, Michigan·3 registered advisors·CRD# 175362
SEC# 801-811533616-447-1600
01

Firm Overview

AUM
$335M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BLUE WATER ASSET MANAGEMENT, LLC

3 registered advisors
Jay William Greer
GRAND RAPIDS, Michigan
Mark Sid Redfield
GRAND RAPIDS, Michigan
Nicolle M. Rumsey
GRAND RAPIDS, Michigan
05

Office Locations

GRAND RAPIDS, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. BLUE WATER ASSET MANAGEMENT, LLC (CRD# 175362) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.