Blue Water Capital Mgmt

  • Investment Bank/Securities Brokerage
  • Syracuse NY
  • 7 employees
  • Investment Management
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Company Overview

Headquarters
507 Plum St Suite 102, Syracuse NY
Website
bluewatercm.com
Phone
(919) 589-2528
Employees
7
Founded in
2007
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 523930 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Blue Water Capital Mgmt

Blue Water Capital Mgmt is a small, independent financial advisory firm based in Syracuse, New York. Employing five individuals, the company generates approximately $2.5 million in annual revenue. As a fee-only Registered Investment Advisor (RIA), Blue Water Capital Mgmt operates as a fiduciary, meaning they are legally obligated to act in the best interests of their clients. The firm provides a range of financial services tailored to individual and organizational needs. These include retirement planning solutions, personalized wealth management strategies, and a third-party asset management program designed for institutional clients. Blue Water Capital Mgmt is committed to making high-quality financial advice accessible to a broad range of individuals and organizations. What sets Blue Water Capital Mgmt apart is its dedication to transparent and client-centric financial planning. By operating on a fee-only structure, the firm eliminates potential conflicts of interest and ensures that their recommendations are always aligned with the client's financial goals. Their personalized approach ensures each investment plan is diligently crafted to meet the unique needs and aspirations of every client. Interested parties can visit the company's website at bluewatercm.com or contact them directly for further information and to discuss their specific financial needs.

Blue Water Capital Mgmt Industry Tags

Investment Management
Asset Allocation
Retirement Plan Services
Fiduciary Assistance
3rd Party Asset Management
Financial Planning
Wealth Management
Fee-Based
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Blue Water Capital Mgmt Tech Stack

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FAQ

What is the location of Blue Water Capital Mgmt's headquarters?
The headquarters of Blue Water Capital Mgmt are situated at 507 Plum St Suite 102, Syracuse NY
What is Blue Water Capital Mgmt's phone number?
Blue Water Capital Mgmt's contact number is (919) 589-2528.
What is Blue Water Capital Mgmt's official website?
The official website of Blue Water Capital Mgmt can be found at bluewatercm.com.
What is Blue Water Capital Mgmt's current revenue?
As of October 2016, Blue Water Capital Mgmt's annual revenue reached $1B.
How many employees does Blue Water Capital Mgmt currently have?
Blue Water Capital Mgmt employs approximately 7+ people as of October 2016
Which industries is Blue Water Capital Mgmt primarily operating in?
Blue Water Capital Mgmt operates in the following industries: Investment Management
What are Blue Water Capital Mgmt's industry tags?
Blue Water Capital Mgmt's industry tags include: Investment Management, Asset Allocation, Retirement Plan Services
When was Blue Water Capital Mgmt founded?
Blue Water Capital Mgmt was founded in 2007.

Employee Directory

Key Employees

Mark AIF®

President

Phone Email

Stephen Swift

Co-Founder and Partner, Business Development, Blue Water Capital Management

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Thomas Brown

Partner, Director of Retirement Plan Services

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