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| Happy Holidays!! thanks for using AUM13F!! |
| Blakeslee & Blakeslee Financial Advisers Inc
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| CRD # | 287683 |
| SEC # | 801-115085 |
| CIK # | |
| AUM | $308.5 M (2025-04-01) |
| Employees | 7 (71% Investors, 86% Brokers) |
| Phone | 805-543-4366 |
| Address | 1101 Marsh St San Luis Obispo, CA 93401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 656 | 166.0 |
| (b) Individuals (high net worth individuals) | 61 | 111.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 27.1 |
| (h) Charitable organizations | 4 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 727 | 308.5 |
| By Discretionary | ||
| Discretionary | 721 | 281.4 |
| Non-Discretionary | 6 | 27.1 |
| Total | 727 | 308.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 304.7 | |
| Total | 727 | 308.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gray William Loyd Jr
✚
|
0.3 | |
|
LENK Ladner Investment Solutions LLC
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|
MA | 0.3 |
|
Leconte Wealth Management LLC
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|
TN | 0.3 |
|
Feldman Jeffrey Mark
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|
0.3 | |
|
Thomas Story and Son LLC
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|
IN | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 | |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.3 |
|
Three Bearings Fiduciary Advisors Inc
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|
NH | 0.3 |
|
Royal Harbor Partners LLC
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|
TX | 0.3 |
|
Riggs Capital Management LLC
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|
UT | 0.3 |