Bluefin Financial
Bluefin Financial is an SEC-registered mass-market adviser in Moorestown, NJ with $289.6M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Bluefin Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288375, SEC 801-112245, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $289.6M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Moorestown, NJ
- Employees
- 4
- Clients
- 331
- CRD
- 288375
- Ownership
- SULESKI, THEODORE, MICHAEL; ZIELINSKI, JOSEPH, ANTHONY; Zielinski, Michael, ANTHONY; GILMORE, WALTER, ALAN
How much AUM does Bluefin Financial have?
Bluefin Financial reported $289.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Bluefin Financial?
Disclosed owners and executives of Bluefin Financial include SULESKI, THEODORE, MICHAEL, ZIELINSKI, JOSEPH, ANTHONY, Zielinski, Michael, ANTHONY, GILMORE, WALTER, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.