CRD: 288375
Bluefin Financial
Moorestown, NJ, 08057
8567959998
$289.6M Total AUM
$272.1M Disc. AUM
5.8% 3Y CAGR
4 Employees
331 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-07-2017
- Office Locations
- 1
Office Locations
212 West Route 38 Suite 106 Moorestown NJ
About Bluefin Financial
Bluefin Financial is a Moorestown-based RIA. The firm has been operating for 8 years. Managing $289.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
55 AVG AGE
$96.5M AVG AUM / ADVISOR
$874.9K AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Alpha beacon
Investment Themes
Pathway zenith Frontier
Investment Vehicles
Bridge
Services
Delta ember Pioneer beacon Zenith Matrix crest Zenith Unison harbor Signal foundation
Owner & Executives
T
THEODORE MICHAEL SULESKI
Managing Member, President
- CRD
- #2869487
- Ownership
- 50% but less than 75%
(915) 902-8761
optima.vital@crestcapital.com
in linkedin.com/in/crest-beacon
JOSEPH ANTHONY ZIELINSKI JR
Chief Executive Officer
- CRD
- #2998331
- Ownership
- 50% but less than 75%
(552) 916-4265
atlas.value@frontiercapital.com
in linkedin.com/in/ridge-eagle
P
Pioneer pathway
Element catalyst harbor
- CRD
- #77100
- Ownership
- 2.6%
(408) 473-6990
element.glacier@crestcapital.com
in linkedin.com/in/catalyst-alpha
Showing 2 of 3 owners & executives
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W
WALTER JOSEPH MCCORMAC
Managing Member
- CRD
- #325916
(480) 798-8838
oak.alpha@zenithcapital.com
in linkedin.com/in/eagle-optima
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,066,391 | $406,069 |
| Non-Discretionary | $17,525,388 | $461,194 |
| Total | $289,591,779 | $409,028 |
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Separately Managed Accounts
Total SMA Asset: $289,591,779
Public Funds:
48.9% Equity - Exchange:
24.6% U.S. Government/Agency:
11.7% Cash:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,294,322,683 | 48.9% |
| Equity - Exchange | $2,160,334,110 | 24.6% |
| U.S. Government/Agency | $1,027,475,979 | 11.7% |
| Cash | $1,299,713,205 | 14.8% |
| Total | $8,781,845,977 | 100.0% |