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Building 2BLANKINSHIP & FOSTER, LLC

Map pinSOLANA BEACH, CA
Phone858-755-5166
NotebookSEC #801-35218
Total AUM
$939.5M
Employees
16
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 STEVENS AVENUE
SUITE 250
SOLANA BEACH
CA 92075
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
858-755-5166

ReceiptFinancials

Total AUM
$939.5M
Accounts
996
Discretionary
$939.5M
Accounts
996
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$36.1M
HNW Individual Clients
225
AUM
$874M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
6
AUM
$28.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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