Blue Armor, Inc. (Fort Lauderdale)


Blue Armor, Inc. is a large advisory firm based in Fort Lauderdale. It manages $25.37 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

Blue Armor provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Armor: assets under management

The assets under management (AUM) of Blue Armor, Inc. is $25.37 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.06 million in discretionary accounts and $10.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.25 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.06 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Armor, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Lauderdale

The principal office where Blue Armor, Inc. performs its advisory services is located at 501 Se 2 Nd Street, Fort Lauderdale, FL 33301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-762-7443. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.

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