Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• 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.

  Show more

  $191,989,289 under management

  4 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

  See full profile
• Main Street Financial Life Advisors, LLC

  Main Street Financial Life Advisors, LLC is a financial advisory firm based in Moorestown, New Jersey. It currently has approximately $63,139,204 of assets under management and employs about 6 people. Main Street Financial Life Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.

  Show more

  $63,139,204 under management

  6 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

  Selection Of Other Advisers

  Advice On Matters Not Involving Securities.

  See full profile