BLUEWATER FINANCIAL, INC.
BLUEWATER FINANCIAL, INC. of MEDFORD, OR is an SEC-registered investment adviser (CRD 155063). Regulatory assets under management: $8.0M.
Registration
- CRD: 155063
- SEC file number: 801-71829
- Type: Registered investment adviser
- Location: 714 CARDLEY AVE, MEDFORD, OR, 95704
- Phone: 541-772-1380
- Latest filing: 2011-03-24
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 120
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| LEWELLYN BART ANTHONY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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