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FIRM PROFILE
Overview
BLUEFIN RESEARCH PARTNERS, INC. is located at 133 Federal St Suite 301, Boston, MA 02110 and was first established at Boston, Delaware in 11/14/2001. After operating for 24 years, BLUEFIN RESEARCH PARTNERS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BLUEFIN RESEARCH PARTNERS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BLUEFIN RESEARCH PARTNERS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BLUEFIN RESEARCH PARTNERS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BLUEFIN RESEARCH PARTNERS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BLUEFIN RESEARCH PARTNERS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BLUEFIN RESEARCH PARTNERS, INC. Comes From
Understanding the Statistics for BLUEFIN RESEARCH PARTNERS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
133 Federal St Suite 301, Boston, MA 02110
133 Federal St Suite 301, Boston, MA 02110
Small
(617) 737-5700
Delaware since 11/14/2001
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at BLUEFIN RESEARCH PARTNERS, INC.
Brian Mark Kritzer
Registered Affiliation(s):BLUEFIN RESEARCH PARTNERS, INC.
Gerald Anthony Battista
Registered Affiliation(s):BLUEFIN RESEARCH PARTNERS, INC.
Steve Alan Mullane
Registered Affiliation(s):BLUEFIN RESEARCH PARTNERS, INC.
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