Blade Financial
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 332078
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blade Financial operates as a limited liability company, focusing on providing financial planning services, portfolio management for individuals and small businesses, and selecting other advisers. The firm is recognized as a capital allocator, indicating its role in directing investments across various asset classes. While it does not actively engage in ESG investing, Blade Financial offers a range of advisory activities tailored to meet the needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Sam Blade
Chief Compliance OfficerCRD 7944749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 12706 Bruce B Downs Blvd
- Time zone
- ET (UTC-5)
- Office locations
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