Bluesky Wealth Advisors LLC
Nombre legal: BLUESKY WEALTH ADVISORS, LLC
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC
252-633-0107
http://www.blueskywa.com
Preguntas frecuentes (FAQ)
Detalles de contacto completos
Bluesky Wealth Advisors LLC
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC
252-633-0107
Otra información
Bluesky Wealth Advisors LLC, una compañía de responsabilidad limitada de Carolina del Norte, está compuesta por 11 empleados, 8 de los cuales desempeñan roles de asesoramiento. A pesar de representar sólo 6 clientes, el estado de la SEC de la firma es Aprobado con una fecha de registro del 18 de septiembre de 2013.
BlueSky Wealth Advisors - Fee Only - Flat Fee - Financial Advisors — BlueSky Wealth Advisors
A Flat Fee, Fee Only, NAPFA Registered, Independent RIA, simplifying the lives of those with complex financial and investment needs. Contact us to learn more.
Propietarios directos
-
CAROLINE WIGHT BLAIN
MEMBER posee más del 25% pero menos del 50%
-
DAVID LAURENCE BLAIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER posee más del 50% pero menos del 75%
Noticias
- Navigating Market Shifts: How BlueSky Wealth Advisors Optimized Their Portfolio in Early 2024
- BlueSky Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Analyzing BlueSky Wealth Advisors, LLC's Q3 vs. Q4 2022 13F Holdings Comparison CSV File: Understanding Changes in Holdings Across Various Funds
Top Holdings
Período de informe:
Jun 30, 2019
|
Fecha de vigencia:
Aug 5, 2019
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $45,530k
- INVESCO EXCHNG TRADED FD TR SR LN ETF $23,452k
- SCHWAB STRATEGIC TR $21,097k
- Schwab Aggregate Bond ETF (SCH $20,730k
- ISHARES TR CORE US AGGBD ET $14,057k
- VANGUARD INTL EQUITY $13,417k
- SCHWAB STRATEGIC TR US SML CAP ETF $11,940k
- VANGUARD CHARLOTTE FDS $10,055k
- SCHWAB STRATEGIC TR $9,873k
- INVESCO EXCHNG TRADED FD TR $9,516k