B
CRD: 311530
Bluevine Advice
Kansas City, MO, 64131
8166522352
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2020
- Office Locations
- 1
Office Locations
800 E 101st Terrace, Suite 350 Kansas City MO
About Bluevine Advice
Bluevine Advice is a Kansas City-based RIA. The firm has been operating for 5 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$358.9K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Focus unison Signal
Investment Themes
Catalyst Harbor timber Ridge horizon
Investment Vehicles
Pathway
Services
Harbor optima Oak bridge Pioneer Radial bridge Zenith crest North pathway Ember glacier
Owner & Executives
Z
ZACHARY REED EMSLIE
Chief Compliance Officer, Owner, Principal
- CRD
- #5033134
- Ownership
- 75% or more
(821) 430-3324
legacy.oak@vectorcapital.com
in linkedin.com/in/alpha-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,384,235 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,384,235 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,384,235
Equity - Exchange:
27.5% Municipal Bonds:
17.9% Public Funds:
18.8% Other:
10.3% Cash:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $268,005,750 | 27.5% |
| Municipal Bonds | $174,447,379 | 17.9% |
| Public Funds | $183,218,477 | 18.8% |
| Other | $100,380,336 | 10.3% |
| Cash | $248,514,423 | 25.5% |
| Total | $974,566,365 | 100.0% |