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 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
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 12
Stephen Hiltscher
Wealth AdvisorCRD 4888806
Tricee Wright
Wealth AdvisorCRD 4919391

David Ford
Senior Financial PlannerCRD 2965164
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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