Bluestone Financial Advisors

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Bluestone Financial Advisors — overview

About

Bluestone Financial Advisors is a US-based wealth manager. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include portfolio management, financial planning, estate & business succession planning, and investment management. The wealth manager advises to high-net worth individuals, corporations or business entities and charitable organizations.

Bluestone Financial Advisors - known decision makers (4)

Position	Location	Asset Class
Founder & Principal	Bethesda, US	GEN
Chief Financial Officer, President	Bethesda, US	GEN
Client Relationship & Director of Operations	Bethesda, US	REHF
Financial Analyst	Bethesda, US	GEN

Showing 4 of 4 known decision makers Bluestone Financial Advisors

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo