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Louis Richard Trujillo

THE BLAKELEY GROUP, INC.·SANTA CLARA, California
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2804 MISSION COLLEGE BLVD, SUITE 205, SANTA CLARA, CA 95054CRD# 717998Firm CRD# 150066
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About

Louis Richard Trujillo is a registered financial advisor based in SANTA CLARA, California, affiliated with THE BLAKELEY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
THE BLAKELEY GROUP, INC.
THE BLAKELEY GROUP INC
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE BLAKELEY GROUP, INC. →
Services
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 717998
Firm CRD# 150066
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Louis Richard Trujillo offer?
Louis Richard Trujillo specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA CLARA, California for a consultation.
What are Louis Richard Trujillo's credentials?
Louis Richard Trujillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Richard Trujillo located?
Louis Richard Trujillo is based in SANTA CLARA, California, working with THE BLAKELEY GROUP, INC.. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.
How does Louis Richard Trujillo charge for services?
Louis Richard Trujillo'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 THE BLAKELEY GROUP, INC.?
THE BLAKELEY GROUP, INC. has approximately 1 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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