RIA Intel›Advisers›Michigan›BLUE IGUANA FINANCIAL, LLC

BLUE IGUANA FINANCIAL, LLC

Advisory

ST. JOSEPH, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$150K
across 151 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
87
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

BROWN COMPREHENSIVE FINANCIAL LLC
$23M
CREO GLOBAL CAPITAL LLC
ANN ARBOR, MI
$23M
AUTUMN FINANCIAL ADVISORS, LLC
PLYMOUTH, MI
$22M
EVERYTHINGHR FINANCIAL SERVICES LLC
ROCHESTER HILLS, MI
$23M
NORDBERG & VANDENBERG, INC.
EAST LANSING, MI
$23M
-8.0% 1Y
OLSON CONSULTING LLC
$22M

Get the full picture on BLUE IGUANA FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BLUE IGUANA FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans