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THE BLAKELEY GROUP, INC.
THE BLAKELEY GROUP, INC.
THE BLAKELEY GROUP INC
SANTA CLARA, California
·
2 registered advisors
·
CRD# 150066
SEC# 801-70125
408-459-4910
01
Firm Overview
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at THE BLAKELEY GROUP, INC.
2 registered advisors
Dick Eugene Blakeley
SANTA CLARA, California
CRD# 854748
Louis Richard Trujillo
SANTA CLARA, California
CRD# 717998
05
Office Locations
SANTA CLARA, California
2 advisors
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Data sourced from SEC Form ADV filings. THE BLAKELEY GROUP, INC. (CRD# 150066) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.