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BLUE WATER ADVISORS LP

1 North Federal Highway
Suite 300
Boca Raton, Florida 33432-3930
Tel: (561) 282-0770

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About BLUE WATER ADVISORS LP

BLUE WATER ADVISORS LP, formally registered with the SEC as BLUE WATER ADVISORS LP. The firm was established in 08/03/2017. They have over 2 offices throughout the country.

BLUE WATER ADVISORS LP is a Boca Raton, Florida based Financial Planning firm with nearly $1,664,993,428 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288923
SEC#801-110969
Assets Managed by Firm$1,664,993,428
No. of Clients6
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$1,664,993,428

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