CRD: 287683
Blakeslee & Blakeslee Financial Advisers Inc.
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- Custodian
- Charles Schwab & Company ยท Newport Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2017
- Office Locations
- 1
Office Locations
About Blakeslee & Blakeslee Financial Advisers Inc.
Blakeslee & Blakeslee Financial Advisers is a California wealth management firm providing financial, retirement, and estate planning alongside ongoing investment management and portfolio construction. The team works with individuals and entrepreneurs, using ETFs, mutual funds, and public and private funds, and can incorporate tax, insurance, and charitable-giving planning (including ESG/impact preferences). Based in San Luis Obispo with Central Coast advisors, the firm custodians at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SAM NORMAN BLAKESLEE
Chief Executive Officer, President
- CRD
- #2575749
- Ownership
- 50% but less than 75%
CRAIG STUART DARNELL
Chief Investment Officer
- CRD
- #4573977
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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DAVID WILLIAM CRYDEN
Certified Financial Planner
- CRD
- #1188657
DAVID RICHARD FORD
--
- CRD
- #2965164
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,603,074 | $239,680 |
| Non-Discretionary | $36,371,130 | $6,061,855 |
| Total | $422,974,204 | $261,256 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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