BLUESTEM ASSET MANAGEMENT, LLC

CHARLOTTESVILLE, Virginia·4 registered advisors·CRD# 158330
SEC# 801-731500434-243-7800
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
03

Specialties

Retirement PlanningFee-Only Advisory
04

Advisors at BLUESTEM ASSET MANAGEMENT, LLC

4 registered advisors
Kelly Marie Babich
CHARLOTTESVILLE, Virginia
Michael Donald Bills
CHARLOTTESVILLE, Virginia
Sylvia Sonjia Smith
CHARLOTTESVILLE, Virginia
Timothy James Meszaros
CHARLOTTESVILLE, Virginia
05

Office Locations

CHARLOTTESVILLE, Virginia
4 advisors

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Data sourced from SEC Form ADV filings. BLUESTEM ASSET MANAGEMENT, LLC (CRD# 158330) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.