Bluefin Financial

Money Management Financial Services LLC, also known as Bluefin Financial, is a Limited Liability Company established in July 2017 by Theodore Michael Suleski and Joseph Anthony Zielinski. The firm offers portfolio management services tailored to individual client goals, asset allocation, and risk tolerance. Clients may grant discretionary authority for securities selection and transactions. Bluefin Financial specializes in pension consulting services for retirement plans, providing investment advisement and asset allocation based on participant demographics and goals. Financial planning services cover investment, tax, retirement, and debt planning. The firm's investment strategies include long-term trading, short-term trading, and options trading. Clients can impose restrictions on investments based on personal values. Bluefin Financial charges annual fees based on a tiered schedule, with negotiation possible on a client-by-client basis. The firm does not participate in wrap fee programs and has assets under management totaling $191,989,289 for discretionary amounts and $15,590,132 for non-discretionary amounts as of December 2022. Bluefin Financial acts as a fiduciary, aiming to make investment decisions in the best interest of clients and avoiding conflicts of interest. The firm does not accept performance-based fees and provides services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations without an account minimum requirement. Clients receive quarterly reports on their accounts, and the firm does not have a soft dollars program. Bluefin Financial requires clients to use Charles Schwab & Co., Inc. Advisor Services for transactions and custody services. The firm does not compensate non-advisory personnel for client referrals and does not have custody of client assets beyond deducting advisory fees with written authorization. Bluefin Financial offers discretionary and non-discretionary investment advisory services, with discretionary authority detailed in the advisory contract. The firm does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments. There have been no bankruptcy petitions involving Bluefin Financial in the past ten years.