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Blake Tramill Todd

TWO OAKS INVESTMENT MANAGEMENT, LLC·FRESNO, California
Unclaimed Profile
7110 NORTH FRESNO STREET, FRESNO, CA 93720CRD# 702561Firm CRD# 157874
01

About

Blake Tramill Todd is a registered financial advisor based in FRESNO, California, affiliated with TWO OAKS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
TWO OAKS INVESTMENT MANAGEMENT, LLC
TWO OAKS INVESTMENT MANAGEMENT, LLC
AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TWO OAKS INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 702561
Firm CRD# 157874
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Blake Tramill Todd offer?
Blake Tramill Todd specializes in Investment Management, Fee-Only Advisory. Contact their office in FRESNO, California for a consultation.
What are Blake Tramill Todd's credentials?
Blake Tramill Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blake Tramill Todd located?
Blake Tramill Todd is based in FRESNO, California, working with TWO OAKS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Blake Tramill Todd charge for services?
Blake Tramill Todd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWO OAKS INVESTMENT MANAGEMENT, LLC?
TWO OAKS INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FRESNO
Chris Michael Murray — PRIVATE WEALTH ADVISORS, LLCJarrett James Perez — TWO OAKS INVESTMENT MANAGEMENT, LLCDavid Alan Haskin — SCF INVESTMENT ADVISORS, INC.Vincent Joseph Whelan — WHELAN FINANCIALMartin Lee Mazorra — PRIVATE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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