Blakeslee & Blakeslee Financial Advisers Inc.
Blakeslee & Blakeslee Financial Advisers Inc. is an SEC-registered mass-market adviser in San Luis Obispo, CA with $423.0M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Blakeslee & Blakeslee Financial Advisers Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287683, SEC 801-115085, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $423.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- San Luis Obispo, CA
- Employees
- 8
- Clients
- 807
- CRD
- 287683
- Ownership
- TORRES, DEIRDRE, MICHELLE; BLAKESLEE, SAM, NORMAN; DARNELL, CRAIG, STUART
How much AUM does Blakeslee & Blakeslee Financial Advisers Inc. have?
Blakeslee & Blakeslee Financial Advisers Inc. reported $423.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Blakeslee & Blakeslee Financial Advisers Inc.?
Disclosed owners and executives of Blakeslee & Blakeslee Financial Advisers Inc. include TORRES, DEIRDRE, MICHELLE, BLAKESLEE, SAM, NORMAN, DARNELL, CRAIG, STUART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.