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Building 2BLEECK FINANCIAL MANAGEMENT, INC.

Map pinBURLINGAME, CA
Phone(650) 685-2425
NotebookSEC #801-68920
Total AUM
$35.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 AIRPORT BLVD.
SUITE 400
BURLINGAME
CA 94010
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(650) 685-2425

ReceiptFinancials

Total AUM
$35.2M
Accounts
32
Discretionary
$35.2M
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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