AB
AB

Anthony Lee Blueford

8 Years of Experience
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

1201 Montana Ave, Suite 205, Santa Monica, CA, 90403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arax Advisory Partners
November 2025 - Present · 3 mos
Previous Registrations
Georgina Asset Management LLC
July 2017 - November 2025 · 8 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.