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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus element
- Established Date
- 03-19-2014
- Office Locations
- 2
Office Locations
About Blank Equity Management LLC
Blank Equity Management is an RIA providing financial planning and investment management for individuals, families, corporations and trusts. Planning focuses on goals like retirement, college funding and legacy planning. The firm builds diversified, low-cost portfolios with risk management at the core, guided by its proprietary Dynamic Market Risk Indicator (DMRI), and often implements allocations with ETFs custodying at Charles Schwab.
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Owner & Executives
MATTHEW JASON BLANK
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #2689469
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
TODD MICHAEL GREENBERG
Chief Compliance Officer, President, Principal
- CRD
- #2711418
DOUGLAS STEVEN JOHNSTON
--
- CRD
- #2036960
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,021,910 | $396,183 |
| Non-Discretionary | $0 | -- |
| Total | $143,021,910 | $396,183 |
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Separately Managed Accounts
Total SMA Asset: $143,021,910
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $985,031,334 | 12.8% |
| U.S. Government/Agency | $1,523,720,344 | 19.8% |
| Cash | $2,354,840,532 | 30.6% |
| Corporate - Non-Investment Grade | $631,035,698 | 8.2% |
| Municipal Bonds | $2,200,929,386 | 28.6% |
| Total | $7,695,557,294 | 100.0% |