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Building 2BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Map pinSAN LUIS OBISPO, CA
Phone(805) 543-4366
NotebookSEC #801-115085
Total AUM
$423M
Employees
8
Clients
807

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 MARSH ST.
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(805) 543-4366
Other Offices
3

ReceiptFinancials

Total AUM
$423M
Accounts
1,619
Discretionary
$386.6M
Accounts
1,613
Non-Discretionary
$36.4M
Accounts
6

ContactClients

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Individual Clients
676
AUM
$151M
HNW Individual Clients
121
AUM
$232M
Pension/Profit Sharing Plan Clients
6
AUM
$36.4M
Charitable Organization Clients
4
AUM
$3.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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