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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Horizon deltaZenith
- Established Date
- 03-06-2008
- Office Locations
- 1
Office Locations
About Bledsoe Asset Management, LLC
Bledsoe Asset Management is a Phoenix-based RIA serving individuals and families with retirement-focused financial planning and ongoing portfolio management. The team integrates cash flow, tax, insurance, estate, and investment planning, and builds tailored, risk-aware portfolios with disciplined oversight. They also advise on 401(k) and workplace plans, including plan design support and fiduciary guidance, with custody commonly at Schwab.
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CRM
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Owner & Executives
FRANK ROSS JACKSON
Chief Compliance Officer, Manager
- CRD
- #2094312
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RULA LEE HUBER
Investment Advisor Representative
- CRD
- #5282065
Kurtis J Knobbe
--
- CRD
- #7942145
Eagle momentum
Delta quantum atlas
- CRD
- #30394
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,991,340 | $274,697 |
| Non-Discretionary | $0 | -- |
| Total | $188,991,340 | $274,697 |
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Separately Managed Accounts
Total SMA Asset: $188,991,340
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,942,460,955 | 46.1% |
| Cash | $1,411,549,718 | 33.5% |
| Equity - Exchange | $421,358,125 | 10.0% |
| U.S. Government/Agency | $438,212,449 | 10.4% |
| Total | $4,213,581,247 | 100.0% |