$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2016
- Office Locations
- 1
Office Locations
-- Freeport FL
About Blanken Management Corp
Blanken Management Corp is a founder-led RIA providing investment management and financial planning, with a focus on retirement and business retirement planning. Portfolios are primarily built with equity ETFs, complemented by cash and municipal/U.S. government bonds. Led by President and senior investment advisor William E. Blanken Jr.; custodied with Altruist.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$66.4K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Custodian
Momentum summit Insight
Services
Prime Vital Catalyst Ember Harbor bridge
Owner & Executives
WILLIAM EDWARD BLANKEN JR
President, Senior Investment Advisor
- CRD
- #6492015
- Ownership
- 75% or more
(638) 943-2754
value.pathway@peakcapital.com
in linkedin.com/in/optima-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,054,994 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,054,994 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,054,994
Equity - Exchange:
9.5% Cash:
12.2% Municipal Bonds:
35.2% U.S. Government/Agency:
43.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $805,769,957 | 9.5% |
| Cash | $1,034,778,261 | 12.2% |
| Municipal Bonds | $2,985,589,737 | 35.2% |
| U.S. Government/Agency | $3,655,651,071 | 43.1% |
| Total | $8,481,789,026 | 100.0% |