BLUESTONE� FINANCIAL ADVISORS, LLC
BLUESTONE FINANCIAL ADVISORS, LLC Legal Name
Adviser information for BLUESTONE� FINANCIAL ADVISORS, LLC last updated from Form ADV on March 20th, 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 | Maryland, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 107 | $132.6M |
| Non-Discretionary | 14 | $13.9M |
| Total | 121 | $146.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 39 | $144.7M |
| 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 | 0 | $0 |
| 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 | <5 | $1.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-124948 |
|---|---|
| SEC ERA File Number | 801-124948 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 146946 |
| Legal Entity Identifier | None |
Principal Office
7910 WOODMONT AVENUESUITE 1350
BETHESDA
MD
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: (301) 841-0203, Fax: (240) 465-0689
Chief Compliance Officer
ANDREW S. COSGROVE
PRINCIPAL
53 UNDERHILL AVENUE
LOCUST VALLEY
NY
United States
Tel:
(301) 841-0203
A********@**********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 |
|---|---|---|---|---|---|
| COSGROVE, ANDREW, SCOTT | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 04/2008 | > 75% |