BLUE WATER CAPITAL ADVISORS, LLC

DULUTH, Minnesota·9 registered advisors·CRD# 148933
SEC# 801-69794218-464-4399
01

Firm Overview

AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BLUE WATER CAPITAL ADVISORS, LLC

9 registered advisors
Alan Frederick Kurtz
DULUTH, Minnesota
Charles Albert Place
DULUTH, Minnesota
Dheenabanthan Vithilingam Sivalingam
DULUTH, Minnesota
John E. Conkright
DULUTH, Minnesota
Keith David Bakke
DULUTH, Minnesota
Kevin Dale Bakke
DULUTH, Minnesota
Kevin Mark Wilson
DULUTH, Minnesota
Ronald Burdette Bakke
DULUTH, Minnesota
Theodore Adam Pavlovich
DULUTH, Minnesota
05

Office Locations

DULUTH, Minnesota
9 advisors

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Data sourced from SEC Form ADV filings. BLUE WATER CAPITAL ADVISORS, LLC (CRD# 148933) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.