B
CRD: 316034
Bluering Advisors, INC
Lagrangeville, NY
9177638951
$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
4 yrs Firm Age
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- Custodian
- Deutsche Bank · Morgan Stanley · Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
-- Lagrangeville NY
About Bluering Advisors, INC
Bluering Advisors, INC is a Lagrangeville-based RIA. The firm has been operating for 4 years. Managing $14.9M in total assets under management, with 2 advisory representatives. They custody assets with Deutsche Bank and Morgan Stanley. Services offered include Portfolio Construction.
Team overview
74 AVG AGE
$7.5M AVG AUM / ADVISOR
$481.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Asset Classes
Pioneer
Investment Themes
Pathway fusion
Investment Vehicles
Catalyst Unison
Services
Delta
Owner & Executives
J
JAMES EDWARD DALY
Chief Executive Officer, Financial Advisor
- CRD
- #1671729
- Ownership
- 75% or more
(450) 614-8065
value.wave@fusioncapital.com
in linkedin.com/in/element-momentum
J
JAMES DAVID MCFADDEN
Chief Compliance Officer, Financial Advisor
- CRD
- #1979899
- Ownership
- 25% but less than 50%
(787) 738-3891
north.insight@valuecapital.com
in linkedin.com/in/ridge-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,915,886 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,915,886 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,915,886
Equity - Exchange:
25.7% Cash:
40.5% U.S. Government/Agency:
33.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $307,300,147 | 25.7% |
| Cash | $484,266,768 | 40.5% |
| U.S. Government/Agency | $404,153,501 | 33.8% |
| Total | $1,195,720,416 | 100.0% |