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CRD#: 301276
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BLUEPOINTE VENTURES Comes From
Understanding the Statistics for BLUEPOINTE VENTURES and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Los Altos, CA
Phone Number
(650) 619-6124
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BLUEPOINTE VENTURES
JF
John Jay Fenwick
PR
CRD#: 2436951
Location:
Fairfield, IA 52556-8757
Company:
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Disclosures:
Experience:
32 years
FB
Frank A Barbera
PR
CRD#: 5940466
Location:
Rolling Hills Est., CA 90274
Company:
ROYAL PALMS CAPITAL, LLC
Disclosures:
Experience:
14 years
David Allen Shaffer
IAR
RR
CRD#: 7426278
Location:
Denver, PA
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
4 years
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