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Blue Marlin Advisors, LLC

EST. AUM
$5,700,000

CONTACTS

CLIENT ACCOUNTS
19

Firm Details

Metro area West Palm Beach
CRD Number 305906
Website bluemarlinadvisor.com
Client types

Overview

Blue Marlin Advisors, LLC is an independent Registered Investment Adviser (RIA) founded in 2019, providing personalized wealth management, investment advisory, and financial planning services to individuals, families, and small business owners. Led by co-founders Silas Peters and Serge Berger, the firm operates under a fiduciary standard, delivering objective financial guidance tailored to each client's goals, risk tolerance, and tax considerations. Its investment philosophy emphasizes customized portfolio construction, disciplined asset allocation, and ongoing portfolio monitoring, utilizing diversified investment strategies and third-party Turnkey Asset Management Programs (TAMPs) to help clients preserve and grow wealth over the long term.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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