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Bluestone Financial Advisors, LLC

● SEC registered since 2022CRD 146946SEC# 801-124948Bethesda, MD
Export (members)
Reg. AUM
$176.5M
Employees
3
Accounts
116
Location
Bethesda, MD

Bluestone Financial Advisors, LLC assets under management

Bluestone Financial Advisors, LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2022. It reports $176.5 million in regulatory assets under management and employs 3 people.
www.bfa-llc.comView on SEC.gov ↗

Bluestone Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew Scott CosgrovePrincipal And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Bluestone Financial Advisors, LLC manage?

Bluestone Financial Advisors, LLC reports $176.5 million in regulatory assets under management on its Form ADV.

How many employees does Bluestone Financial Advisors, LLC have?

Bluestone Financial Advisors, LLC reports 3 employees.

Where is Bluestone Financial Advisors, LLC located?

Bluestone Financial Advisors, LLC is based in Bethesda, MD and has been SEC-registered since 2022.

Does Bluestone Financial Advisors, LLC disclose fund performance?

Bluestone Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7910 Woodmont Avenue, Suite 1350, Bethesda, MD 20814
Phone(301) 841-0203
Fax(240) 465-0689
Office hours9:00a.m. - 6:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.9M
Non-discretionary$13.5M
Total (RAUM)$176.5M