Bluestone� Financial Advisors, LLC
Bluestone� Financial Advisors, LLC is an SEC-registered ria in Bethesda, MD with $207.3M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Bluestone� Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146946, SEC 801-124948, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $207.3M (2026-02-13)
- Firm type
- Ria
- Location
- Bethesda, MD
- Employees
- 3
- Clients
- 50
- CRD
- 146946
- Ownership
- COSGROVE, ANDREW, SCOTT; IRONS, NATHAN, NMN
How much AUM does Bluestone� Financial Advisors, LLC have?
Bluestone� Financial Advisors, LLC reported $207.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Bluestone� Financial Advisors, LLC?
Disclosed owners and executives of Bluestone� Financial Advisors, LLC include COSGROVE, ANDREW, SCOTT, IRONS, NATHAN, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.