Blue Zone Wealth Advisors Headquarters
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BLUE ZONE WEALTH ADVISORS, LLC Top 13F Holdings - Whalewi…
- https://whalewisdom.com/filer/blue-zone-wealth-advisors-llc#:~:text=Blue%20Zone%20Wealth%20Advisors%20is%20based%20out%20of,management%20%28AUM%29%20of%20%24293%2C975%2C700%20%28Form%20ADV%20from%202021-03-19%29.
- none
Los Angeles Wealth Management | Blue Zone Wealth …
- https://www.bluezoneadvisory.com/
- Blue Zone is dedicated to helping you explore, identify, and implement ways to transfer knowledge, educate the next generation and plan for the future. We believe our role as your family office is to build a framework for your family to manage, grow and transfer your wealth over time, in a sustainable way that is significant, impactful and leaves a legacy for generations to come.
Blue Zone Wealth Advisors Team
- https://www.bluezoneadvisory.com/team
- Judith Lu is CEO and Co-Founder of Blue Zone Wealth Advisors where she brings over 20 years of experience working with high-net-worth individuals, families and non-for-profit companies on portfolio construction, financial planning and wealth management. Prior to launching Blue Zone Wealth Advisors, Judith was a Managing Director and Partner at Miracle Mile Advisors, a Los …
BLUE ZONE WEALTH ADVISORS, LLC Top 13F Holdings
- https://whalewisdom.com/filer/blue-zone-wealth-advisors-llc
- 875 rows
Blue Zone Wealth Advisors | LinkedIn
- https://www.linkedin.com/company/blue-zone-wealth-advisors
- Headquarters Los Angeles, California Type Partnership Locations Primary 11812 San Vicente Blvd 250 Los Angeles, California 90049, US Get directions Updates …
Blue Zone Wealth Advisors, Llc - Investment Adviser Public …
- https://sec.report/AdviserInfo/Firms/305943
- blue zone wealth advisors, llc 11812 san vicente blvd., ste. 250 los angeles, ca 90049 united states phone: (305) 360-6388
Blue Zone Wealth Advisors 13F annual report (2021)
- https://wallmine.com/fund/4ad/blue-zone-wealth-advisors-llc
- 95 rows
IAPD - Investment Adviser Public Disclosure - Homepage
- https://adviserinfo.sec.gov/firm/summary/305943
- Investment Adviser Firm Summary. BLUE ZONE WEALTH ADVISORS, LLC ( CRD # 305943/SEC#:801-117548 ) BLUE ZONE WEALTH ADVISORS, LLC. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. The …
Registered Investment Advisers | wallmine
- https://wallmine.com/adviser/215149/blue-zone-wealth-advisors-llc
- Andesa Financial Management... – Apelles Investment Manageme... Aperimus Capital, LLC – Arbitex Asset Management, L.P. Arbitrage & Trading Managem... – Argonaftis Capital Manageme... Argonaut Private Capital, LP – Arp Americas LP Arque Advisors, LLC – Ascribe Management LLC Asc Trust Corporation – Asset Management Resources,...
Blue Zone Wealth Advisors, LLC Buys Meta Platforms Inc, …
- https://finance.yahoo.com/news/blue-zone-wealth-advisors-llc-143804310.html
- Blue Zone Wealth Advisors, LLC added to a holding in Meta Platforms Inc by 80.38%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is ...
Judith Lu - Founder & CEO - Blue Zone Wealth Advisors
- https://www.linkedin.com/in/judith-lu-454ba24
- Jul 2014 - Dec 20195 years 6 months. Greater Los Angeles Area. Miracle Mile Advisors is an SEC Registered Investment Advisory firm that specializes in providing comprehensive financial planning ...
Blue Zone Wealth Advisors, LLC - gurufocus
- https://www.gurufocus.com/guru/blue+zone+wealth+advisors%2C+llc/current-portfolio/portfolio
- Blue Zone Wealth Advisors, LLC Blue Zone Wealth Advisors, LLC Last update 2022-04-09 98 Stocks (12 new) Value $268.00 Mil Turnover 9 % Top Holdings: QQQ(10.39%) IVW(7.11%) AAPL(3.52%) BAM(3.20%) OCSL(2.62%) Guru Portfolio Report Download
Blue Zone Wealth Advisors, LLC - GuruFocus.com
- https://www.gurufocus.com/news/1682348/blue-zone-wealth-advisors-llc-buys-williams-inc-apple-inc-meta-platforms-inc-sells-ishares-sp-500-value-etf-ulta-beauty-inc-starbucks-corp
- Blue Zone Wealth Advisors, LLC reduced to a holding in iShares S&P 500 Value ETF by 51.32%. The sale prices were between $146.78 and $158.33, with an estimated average price of $153.24. The stock is now traded at around $156.880000. The impact to a portfolio due to this sale was -1.73%.
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