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BLUE WATER FINANCIAL INVESTOR COACHING, LLC
CRD 171285
400 S GREENWOOD AVE, 3 RD FL STE 300, EASTON, PA, 18045, United States
Phone
610-438-0988
Fax
610-438-1245
Registration
— (—)
Source
State registered
Total AUM
$65.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $40.9M |
| High net worth individuals | 14 | $23.5M |
| Pension/profit sharing plans | 3 | $788K |
All web addresses on file
Official SEC filing: View on IAPD