Blue Iguana Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,047,746
Total clients
80
6% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
80
Average account size
$225,597
Client services
Portfolio management
Selection of other advisers
Fee options
1.50% annually
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Blue Iguana Financial, LLC
505 Pleasant St, Suite 305
St. Joseph MI 49085, United States
Number of offices
4
Forms ADV
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