Blue Pacific Wealth Management, Inc.
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- Blue Pacific Wealth Management, Inc. is an independent investment firm founded by portfolio manager and financial advisor, Bryan J. Bourgeois.The firm provides independent and unbiased turn-key investment and financial planning solutions to affluent individuals and their families, closely-held businesses, professional athletes and entertainers. We service clients that are US citizens, foreign nationals, foreign citizens living abroad and ex-pats.Bryan and his team specialize in actively managing unique and low-cost asset allocation frameworks that optimize risk / reward ratios, consisting of highly diversified, best of class funds and fund managers. In addition, Bryan runs four enhanced equity portfolio strategies that seek strong long-term growth, including Large-Cap Growth, Large Cap High Dividend, Large Cap Conservative and the Mid-Cap Special-Situation / Event-Driven Hedge-Fund Strategy. Bryan also runs a Opportunistic, High-Yield Credit Strategy. In addition to traded equity and bond portfolios, the firm offers a private investment platform of non-traded, alternative investment securities.
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Headquarters:2501 West William Cannon Drive Ste 204, Austin, Texas, United States
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Phone Number: +1 512-462-3704
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Website: https://www.bluepacificwealth.com
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Employees:2
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Revenue:$1 - 10M
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Legal Name:Blue Pacific Wealth Management, Inc.
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Blue Pacific Wealth Management, Inc.'s Social Media
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| NAICS Code: 541611 |
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Frequently Asked Questions regarding Blue Pacific Wealth Management, Inc.
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Where are Blue Pacific Wealth Management, Inc.'s Headquarters?
Blue Pacific Wealth Management, Inc.'s Headquarters are in 2501 West William Cannon Drive Ste 204,Austin,Texas,United States
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What is Blue Pacific Wealth Management, Inc.'s phone number?
Blue Pacific Wealth Management, Inc.'s phone number is +1 512-462-3704
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What is Blue Pacific Wealth Management, Inc.'s official website?
Blue Pacific Wealth Management, Inc.'s official website is https://www.bluepacificwealth.com
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What is Blue Pacific Wealth Management, Inc.'s Revenue?
Blue Pacific Wealth Management, Inc.'s revenue is $1 - 10M
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What is Blue Pacific Wealth Management, Inc.'s NAICS code?
Blue Pacific Wealth Management, Inc.'s NAICS code is 541611
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How many employees are working in Blue Pacific Wealth Management, Inc.
Blue Pacific Wealth Management, Inc. has 2 employees
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What is Blue Pacific Wealth Management, Inc.'s Industry?
Blue Pacific Wealth Management, Inc. is in the industry of Investment Management
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Who is Blue Pacific Wealth Management, Inc.'s Regional Manager?
Blue Pacific Wealth Management, Inc.'s Regional Manager is Tommie Brown