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Bleeck Financial Management, Inc.

Bleeck Financial Management, Inc.. CRD 132124

Bleeck Financial Management, Inc. logo

CRD: 132124

Bleeck Financial Management, Inc.

Carmel, CA, 93923
8316264011
www.bleeckfinancial.com
$77.6M Total AUM
$77.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Horizon meridian
Established Date
07-06-2000
Office Locations
1

Office Locations

Vandervorst Ct., Corner OF SAN Carlos AND Ocean Avenue Carmel CA

About Bleeck Financial Management, Inc.

Bleeck Financial Management is an independent, boutique RIA serving high-net-worth individuals with financial planning and discretionary portfolio management, including risk management, estate/charitable strategies, and insurance planning. Portfolios emphasize publicly traded funds/ETFs and U.S. government/agency exposure, with custody at Charles Schwab. The firm highlights conflict-free advice with no product sales quotas and a referral-driven practice.

Team overview

77 AVG AGE
$77.6M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
26 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

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Asset Classes

Atlas

Client Personas

Peak

Investment Themes

Pathway oak Eagle meridian

Investment Vehicles

Prime

Services

Signal radial Bridge capital Wave Ember ridge Foundation atlas Pioneer timber

Technology

Crest

Owner & Executives

ROBERT MORRIS BLEECK

ROBERT MORRIS BLEECK

Chief Compliance Officer, Chief Executive Officer, President

CRD
#4615003
Ownership
75% or more
(765) 844-1193
beacon.harbor@elementcapital.com
in linkedin.com/in/optima-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-20-2011
04-10-2012
Category Assets AVG. Account size
Discretionary $77,577,162 $1,674,900
Non-Discretionary $0 --
Total $77,577,162 $1,674,900

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Separately Managed Accounts

Total SMA Asset: $77,577,162

$77.6M Total SMA
Public Funds:
14.8%
Equity - Exchange:
30.5%
U.S. Government/Agency:
38.4%
Cash:
16.3%
Asset class Assets Assets %
Public Funds $1,208,087,966 14.8%
Equity - Exchange $2,489,640,741 30.5%
U.S. Government/Agency $3,134,498,507 38.4%
Cash $1,330,529,315 16.3%
Total $8,162,756,529 100.0%

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