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BLUEFIN FINANCIAL
MONEY MANAGEMENT FINANCIAL SERVICES LLC
CRD 288375 · SEC 801-112245
212 WEST ROUTE 38, SUITE 106, MOORESTOWN, NJ, 08057, United States
Phone
(856) 795-9998
Fax
(856) 795-9978
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.6M
Discretionary AUM
$272.1M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $77.2M |
| High net worth individuals | 68 | $206.3M |
| Pension/profit sharing plans | 2 | $6.1M |
States served
LA, MD, NJ, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD