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| Keyboard |
| Blakeslee & Blakeslee Financial Advisers Inc
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|---|---|
| CRD # | 287683 |
| SEC # | 801-115085 |
| CIK # | |
| AUM | 423.0 M (2026-03-31) |
| Employees | 8 (88% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| 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) | 676 | 151.0 |
| (b) Individuals (high net worth individuals) | 121 | 232.0 |
| (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 | 36.4 |
| (h) Charitable organizations | 4 | 3.6 |
| (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 | 1,619 | 423.0 |
| By Discretionary | ||
| Discretionary | 1,613 | 386.6 |
| Non-Discretionary | 6 | 36.4 |
| Total | 1,619 | 423.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 422.7 | |
| Total | 1,619 | 423.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Bridge LLC
✚
|
IA | 425.8 M |
|
Stonehearth Capital Management LLC
✚
|
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|
Gamma Asset Management LLC
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|
McCarthy Asset Management Inc
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|
Forza Wealth Management LLC
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|
Fischer Investment Group Inc
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|
Odyssey Group LLC
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|
Front Row Advisors LLC
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|
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|
Seabird Financial Corporation
✚
|
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|
Fruth Investment Management
✚
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TX | 417.8 M |