Bluesky Wealth Advisors LLC
Nome legal: BLUESKY WEALTH ADVISORS, LLC
Detalhes completos de contato
Bluesky Wealth Advisors LLC
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC
252-633-0107
Outras informações
A Bluesky Wealth Advisors LLC, uma empresa de Responsabilidade Limitada de NC, é composta por 11 funcionários, 8 dos quais atuam em funções de consultoria. Apesar de representar apenas 6 clientes, o status da SEC da empresa é Aprovado com uma data de registro de 18 de setembro 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.
Proprietários diretos
-
CAROLINE WIGHT BLAIN
MEMBER é proprietária mais de 25% mas menos de 50%
-
DAVID LAURENCE BLAIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER é proprietária mais de 50% mas menos de 75%
Empresas localizadas nas proximidades
Notícia
- 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
Principais Participações
- 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