BLUEFIN FINANCIAL
MONEY MANAGEMENT FINANCIAL SERVICES LLC Legal Name
Adviser information for BLUEFIN FINANCIAL last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 639 | $219.6M |
| Non-Discretionary | 18 | $12.0M |
| Total | 657 | $231.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 279 | $80.7M |
| HNW Individuals | 44 | $141.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $9.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-112245 |
|---|---|
| SEC ERA File Number | 801-112245 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288375 |
| Legal Entity Identifier | None |
Principal Office
212 WEST ROUTE 38SUITE 106
MOORESTOWN
NJ
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (856) 795-9998, Fax: (856) 795-9978
Websites
Chief Compliance Officer
ALAN GILMORE
CHIEF COMPLIANCE OFFICER
212 WEST ROUTE 38
SUITE 106
MOORESTOWN
NJ
United States
Tel:
(609) 216-4787
A*******@**************M
(Full email address available in API data)
Regulatory Contact
TED SULESKI
MANAGING MEMBER
212 WEST ROUTE 38
SUITE 106
MOORESTOWN
NJ
United States
Tel:
(856) 795-9998
Fax:
(856) 795-9978
T**@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GILMORE, WALTER, ALAN | Individual | – | CCO | 02/2024 | < 5% |
| SULESKI, THEODORE, MICHAEL | Individual | – | MANAGING MEMBER | 01/2017 | 50-75% |
| ZIELINSKI, JOSEPH, ANTHONY | Individual | – | MEMBER | 01/2017 | 50-75% |