# Bluefin Financial

Bluefin Financial is a Bank / Wealth / Trust based in Moorestown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Moorestown, United States
- **Region:** North America
- **Address:** Moorestown, NJ, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** https://bluefinfinancial.com
- **LinkedIn:** https://linkedin.com/company/bluefin-financial

## Regulatory record

- **CRD number:** 288375
- **SEC file number:** 801-112245
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288375

## About

Bluefin Financial is an SEC-registered investment adviser in Moorestown, NJ, registered since 2018. The firm manages $290 million in assets, with $272 million on a discretionary basis. It has 4 employees and 3 investment advisers.

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Last updated: 2026-06-03T20:00:00.000Z

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