Blanken Management Corp
Firm details
- Headquarters
- ,
- CRD number
- 226546
- Website
- www.blankenmanagement.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blanken Management Corp is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis with the option for hourly engagements. Its client base is exclusively individual and family-oriented rather than institutional, and it operates as a single-state adviser rather than a national multi-state practice. Investment activity is concentrated and equity‑oriented. The firm runs discretionary mandates for the bulk of its clients and shows a clear preference for exchange‑traded instruments—both individual equities and ETFs—suggesting a bias toward liquid, publicly traded securities for core portfolios. Blanken Management Corp is not characterized as an ESG investor and does not act as a capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents20%
- US Government Bonds5%
- State & Local Bonds5%
Contacts
1 of 1
William Blanken
Senior Investment AdvisorCRD 6492015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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