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Blaser Investment Management Group, LLC (Burlington)


Blaser Investment Management Group, LLC is an adviser based in Burlington. It manages $68.89 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2010.

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Blaser Investment Management Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blaser Investment Management Group: assets under management

The assets under management (AUM) of Blaser Investment Management Group, LLC is $68.89 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.42 million in discretionary accounts and $9.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $335.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $201.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blaser Investment Management Group, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlington

The principal office where Blaser Investment Management Group, LLC performs its advisory services is located at 3065 S Church Street, Burlington, NC 27215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336-586-0012 or by fax 336-586-0013. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.retirecaresolutions.com.


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