B
CRD: 149544
Bleidorn TAX & Investment Services, LLC
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2009
- Office Locations
- 1
Office Locations
-- Milwaukee WI
About Bleidorn TAX & Investment Services, LLC
Bleidorn Tax & Investment Services, LLC is a Milwaukee-based, fee-only fiduciary RIA led by a CPA, combining discretionary portfolio management with in-house tax planning, analysis, and individual tax return preparation. Portfolios emphasize low-cost ETFs and high-quality fixed income. Owner-led practice highlights alignment by investing alongside client funds and avoiding commissions or product incentives.
Team overview
44 AVG AGE
$8.0M AVG AUM / ADVISOR
$85.1K AVG AUM / CLIENT
17.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN F BLEIDORN
Investment Advisor, Owner
- CRD
- #5667200
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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