Blakeslee and Blakeslee Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
San Luis Obispo, California
CRD number
8149
Registered since
July 5, 1984

Firm profile

FINTRX

Overview

Blakeslee and Blakeslee Inc. is a corporate advisory entity that has been registered with the SEC since 1984. Ownership is listed as individual rather than institutional, and the firm is classified as unclassified in available records. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. Publicly available descriptors indicate Blakeslee and Blakeslee Inc. is not registered as a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser activity. Specific details about its advisory business model, client segments, or fee arrangements were not provided in the source dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Deirdre Torres

    Deirdre Torres

    CCO & COOCRD 5361708

  • Craig Darnell

    Craig Darnell

    Chief Investment OfficerCRD 4573977

  • Sam Blakeslee

    Sam Blakeslee

    CEO & PresidentCRD 2575749

Contacts

3 of 12
  • Stephen Hiltscher

    Stephen Hiltscher

    Wealth AdvisorCRD 4888806

  • Tricee Wright

    Tricee Wright

    Wealth AdvisorCRD 4919391

  • David Ford

    David Ford

    Senior Financial PlannerCRD 2965164

Unlock 9 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Luis Obispo, CA

San Luis Obispo

Location

San Luis Obispo, CA

Headquartered in San Luis Obispo, CA, in the West of the United States.

Region
West
County
San Luis Obispo
Address
1101 Marsh St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth