Cerulean Investment Strategies Group, LLC is a related adviser based in Glen Rock. It manages $400.01 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007.
Cerulean Investment Strategies Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cerulean Investment Strategies Group, LLC is $400.01 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cerulean Investment Strategies Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Charles Hanson has been acting as President since 1 May 2007. David John Bontempo joined the executive team most recently as the Vice President Of Investment Strategies.
The principal office where Cerulean Investment Strategies Group, LLC performs its advisory services is located at 1317 West Clearview Drive, Glen Rock, PA 17327 7936, 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 717-654-2491 or by fax 717-227-1283. The normal business hours are 9:00 am - 5:00 pm mt on Monday - Friday.