Bleidorn Tax & Investment Services, LLC

Overview

Bleidorn Tax & Investment Services, LLC is a small, independent registered investment adviser that combines accounting services with financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, hourly fees and fixed fees, and it supplements advisory work with educational seminars and workshops. Its business mix and owner type (individual) point to a practice built around a close client advisor relationship rather than institutional or high-volume retail distribution. Investment activity is skewed toward publicly traded equities and exchange-traded instruments, with an expressed preference for equity allocations. The firm is not identified as an active ESG investor and is not positioned as a capital allocator or a multi-state adviser. Given the accounting background embedded in the firm, tax considerations are likely part of client conversations and portfolio construction, particularly around the use of tax-efficient vehicles.

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Location & Offices