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BLUE JEAN FINANCIAL LLC
CRD 331138 · SEC 801-130313
125 WOLF ROAD, SUITE 509, ALBANY, NY, 12205, United States
Phone
518-631-5471
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.3M
Discretionary AUM
$133.3M
Team
14 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $80.9M |
| High net worth individuals | 29 | $52.3M |
States served
VT, LA, MA, MN, NY, NC, OK, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD