Blue Ocean Portfolios, LLC is a large advisory firm based in Saint Louis. It manages $124.6 million of regulatory assets for 292 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Illinois, Missouri, and Texas.
Blue Ocean Portfolios provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, educational seminars and workshops, and fiduciary level services to qualified retirement plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blue Ocean Portfolios, LLC is $124.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 212% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Blue Ocean Portfolios, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Blue Ocean Portfolios, LLC performs its advisory services is located at 1588 South Lindbergh, Saint Louis, MO 63131 3513, 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 314-997-7400 or by fax 877-817-3843. The normal business hours are 8:30 am - 5:00 pm on Other. You can find more information about the New York firm at blueocean97.com.