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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2011
- Office Locations
- 1
Office Locations
About Blackburn Financial
Blackburn Financial is an independent RIA in Cashmere, WA providing comprehensive financial planning, retirement planning, and ongoing investment management for individuals and families. Portfolios are heavily ETF-based (per SMA reporting) and built around client goals with consistent communication and market/economic monitoring. Managing principal Brad Blackburn gives monthly market commentary on KOHO 101.1 FM.
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Owner & Executives
BRADLEY HUDSON BLACKBURN
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4174001
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN GLENN ALLEN JR
President
- CRD
- #4535419
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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