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BLUE MARLIN ADVISORS, LLC
CRD 305906
2054 VISTA PARKWAY, STE 400, WEST PALM BEACH, FL, 33411-6742, United States
Phone
(407) 498-5778
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.7M
Discretionary AUM
$5.7M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD