← Back to searchVisit website
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD 287683 · SEC 801-115085
1101 MARSH ST., SAN LUIS OBISPO, CA, 93401, United States
Phone
(805) 543-4366
Fax
(805) 543-4378
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.0M
Discretionary AUM
$386.6M
Team
8 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 676 | $151.0M |
| High net worth individuals | 121 | $232.0M |
| Pension/profit sharing plans | 6 | $36.4M |
| Charitable organizations | 4 | $3.6M |
States served
AZ, CA, IL, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD