Blakeslee And Blakeslee Inc.
Firm details
- Headquarters
- San Luis Obispo, California
- CRD number
- 8149
- Registered since
- July 5, 1984
- Website
- blakeslee-blakeslee.com
Firm profile
FINTRXOverview
Blakeslee And Blakeslee Inc. is organized as a corporation and has been SEC-registered since 1984. The firm is privately held by an individual owner and is categorized as "unclassified" in the available dataset. It reports that it does not act as a capital allocator and is not an active ESG investor. The profile does not include details about advisory services, fee structure, client types, or specific business activities.
Assets & Accounts
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
3 of 3
Deirdre Torres
CCO & COOCRD 5361708
Craig Darnell
Chief Investment OfficerCRD 4573977
Sam Blakeslee
CEO & PresidentCRD 2575749
Contacts
3 of 11
Taylor Perez
Registered RepresentativeCRD 7506202
Stephen Armas
Client Service AssociateCRD 4071469
Christopher Coates
Investment Adviser RepresentativeCRD 6281200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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