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Building 2BLEDSOE ASSET MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone602-595-2324
NotebookSEC #801-121349
Total AUM
$189M
Employees
5
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 E. BETHANY HOME RD.
SUITE 100
PHOENIX
AZ 85014
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
602-595-2324

ReceiptFinancials

Total AUM
$189M
Accounts
688
Discretionary
$189M
Accounts
688
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
294
AUM
$115.1M
HNW Individual Clients
47
AUM
$73.9M

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
AZTX

HandshakeAffiliates

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

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