| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Stuart Darnell Control | Chief Investment Officer | 10-25% | 2017 |
| Deirdre Michelle Torres Control | Chief Operating Officer & Chief Compliance Officer | 10-25% | 2019 |
| Sam Norman Blakeslee Control | President & Chief Executive Officer | 50-75% | 2016 |
Blakeslee & Blakeslee Financial Advisers Inc. reports $308.5 million in regulatory assets under management on its Form ADV.
Blakeslee & Blakeslee Financial Advisers Inc. reports 7 employees.
Blakeslee & Blakeslee Financial Advisers Inc. is based in San Luis Obispo, CA and has been SEC-registered since 2019.
Blakeslee & Blakeslee Financial Advisers Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1101 Marsh St., San Luis Obispo, CA 93401 |
| Phone | (805) 543-4366 |
| Fax | (805) 543-4378 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $281.4M |
| Non-discretionary | $27.1M |
| Total (RAUM) | $308.5M |