Bluesphere Advisors LLC is a large advisory firm based in East Norriton. It manages $112.28 million of regulatory assets for 508 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Delaware, New Jersey, Pennsylvania, and Texas.
Bluesphere Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bluesphere Advisors LLC is $112.28 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bluesphere Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Sanjay Krishnarao Pawar is individuals with 180 clients and $58.11 million of assets under management. Among the 10 most similar advisory firms, Bluesphere Advisors has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $112.28 million for 208 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bluesphere Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sanjay Krishnarao Pawar has been acting as President since 1 Jun 2016. Christopher Edward Winn joined the executive team most recently as the Member And Interim Cco.
The principal office where Bluesphere Advisors LLC performs its advisory services is located at 2108 Dekalb Pike, East Norriton, PA 19401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (610) 277-1515. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at bluesphereadvisors.com.