Blue Marlin Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2054 Vista Pkwy Ste 400, West Palm Beach...

Phone Number

(407) 498-5778

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1

About Blue Marlin Advisors

Blue Marlin Advisors, LLC is a registered investment advisor that specializes in fiduciary wealth management services. The firm emphasizes a client-first philosophy, providing comprehensive financial planning and investment strategies tailored to individual goals. Their services are designed for clients in Florida, California, and other jurisdictions, focusing on transparent, fee-only relationships. Blue Marlin Advisors prioritizes risk management and personalized advice to ensure long-term financial success.Explore more
Popular SearchesBlue Marlin Advisors LLCBlue Marlin Management LLCBlue Marlin Capital Advisors LLCBlue Marlin Capital Investments LLCBlue Marlin Entertainment LPSIC Code 62,628NAICS Code 52,523Show more

Blue Marlin Advisors Org Chart

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SB
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Chief Investment Officer

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Marlin Advisors

<$5M
1-10
Private
-
2006
SB
Serge BergerChief Investment Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
11-50
Private
-
2007
RC
Richard CrippsChief Investment Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Blue Marlin Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blue Marlin Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blue Marlin Advisors.

Blue Marlin Advisors Tech Stack

A closer look at the technologies used by Blue Marlin Advisors

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Frequently Asked Questions Regarding Blue Marlin Advisors

What is Blue Marlin Advisors's official website?
Blue Marlin Advisors's official website is www.bluemarlinadvisor.com
What is Blue Marlin Advisors's Revenue?
Blue Marlin Advisors's revenue is <$5 Million
What is Blue Marlin Advisors's SIC code?
Blue Marlin Advisors's SIC: 62,628
What is Blue Marlin Advisors's NAICS code?
Blue Marlin Advisors's NAICS: 52,523
How many employees does Blue Marlin Advisors have?
Blue Marlin Advisors has 1-10 employees
What industry does Blue Marlin Advisors belong to?
Blue Marlin Advisors is in the industry of: Finance, Securities Trading
What is Blue Marlin Advisors competition?
Blue Marlin Advisors top competitors include: Evanson Asset Management, Montecito Capital Management Group, Preston Wealth Advisors, EquityCompass Investment Management
What technology does Blue Marlin Advisors use?
Some of the popular technologies that Blue Marlin Advisors uses are: Google Workspace, Gmail, Hostgator, BlueHost
How do I contact Blue Marlin Advisors?
Blue Marlin Advisors contact info: Phone number: (407) 498-5778 Website: www.bluemarlinadvisor.com
What does Blue Marlin Advisors do?

Blue Marlin Advisors, LLC is a registered investment advisor that specializes in fiduciary wealth management services. The firm emphasizes a client-first philosophy, providing comprehensive financial planning and investment strategies tailored to individual goals. Their services are designed for clients in Florida, California, and other jurisdictio... ns, focusing on transparent, fee-only relationships. Blue Marlin Advisors prioritizes risk management and personalized advice to ensure long-term financial success.Read More

Is Blue Marlin Advisors a public company?
Blue Marlin Advisors is private company therefore does not currently have an official ticker symbol
See more information about Blue Marlin Advisors

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