Assets Under Management
$351.5M
Number of Clients
22
Number of Advisors
1
Average Client AUM
$16.0M
AUM per Advisor
$351.5M
Compensation
Fee-Only (AUM)
Bluestone Capital Management provides discretionary asset management services to separate accounts, private funds, and sub-advisory services to registered investment companies. They also offer model portfolio services to other advisors via third-party platforms. Their strategies include Bluestone Elite, Income Portfolio, and Asset Allocation Portfolio.
37 West Ave, Suite 301, Wayne, PA, 19087