Blue Ridge Investments LLC
Blue Ridge Investments LLC (CRD# 318314) is a financial advisory firm headquartered in , . They manage $3,687,394 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Blue Ridge Investments LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts1ACCOUNTS
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Average Account Value$3,687,394
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Blue Ridge Investments LLC
1
Sumiko Taku (CRD# 7486251) is an Investment Advisor Representative working at Blue Ridge Investments LLC in Mountlake Terrace, WA and has over 2 years of experience in the finance industry.
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