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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2009
- Office Locations
- 1
Office Locations
About THE Blakeley Group INC
The Blakeley Group, Inc. is a Santa Clara, CA wealth and portfolio management firm focused on helping individuals and families navigate multi-generational wealth. The practice offers a structured wealth optimization planning process, portfolio management, and family office services for next-generation planning. Based on public filings, portfolios are primarily ETF-based with some U.S. government/agency exposure, and the firm uses Risk Number-style risk profiling to align portfolios with client tolerance.
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Client Personas
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Investment Vehicles
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Owner & Executives
DICK EUGENE BLAKELEY
Financial Professional, President
- CRD
- #854748
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,425,591 | $190,923 |
| Non-Discretionary | $0 | $843,455 |
| Total | $96,425,591 | $192,859 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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