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BLUEVINE ADVISORY LLC

CRD 326599 · SEC 801-128028

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30 MONTGOMERY STREET, SUITE 1400, JERSEY CITY, NJ, 07302, United States

Phone

1-800-216-9619

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.9M

Discretionary AUM

$8.9M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-05

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Insurance companies9$520K
Corporations/business entities289$8.4M

States served

CA, NJ

All web addresses on file

Official SEC filing: View on IAPD