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 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 523930 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
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.
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