BLUE IGUANA FINANCIAL, LLC

BLUE IGUANA FINANCIAL, LLC of ST. JOSEPH, MI is an SEC-registered investment adviser (CRD 330254). Regulatory assets under management: $22.6M.

Registration

• CRD: 330254
• Type: Registered investment adviser
• Location: 505 PLEASANT ST, ST. JOSEPH, MI, 49085
• Phone: 269-983-1009
• Latest filing: 2026-03-31
• Regulatory AUM: $22.6M
• Discretionary AUM: $22.6M
• Clients: 4
• Accounts: 151

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330254 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search