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BLUE BEAR FINANCIAL, LLC
CRD 331226 · SEC 801-134923
VT, United States
Phone
843-654-1377
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.4M
Discretionary AUM
$143.7M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICIT FOR REGISTERED INVESTMENT ADVISORS
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $23.9M |
| High net worth individuals | 91 | $123.5M |
States served
VT, NY, PA, SC
All web addresses on file
Official SEC filing: View on IAPD