BLUEFIN INVESTMENT MANAGEMENT, LLC

BERWYN, Pennsylvania·4 registered advisors·CRD# 161173
SEC# 801-73349610-540-0019
01

Firm Overview

AUM
$272M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at BLUEFIN INVESTMENT MANAGEMENT, LLC

4 registered advisors
George Ivan Raupp
BERWYN, Pennsylvania
Marc Nathan Balcer
BERWYN, Pennsylvania
Matthew Nmn Todorow
BERWYN, Pennsylvania
Scott Anthony Burney
BERWYN, Pennsylvania
05

Office Locations

BERWYN, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. BLUEFIN INVESTMENT MANAGEMENT, LLC (CRD# 161173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.