The Blakeley Group Inc.
The Blakeley Group Inc. (CRD# 150066) is a financial advisory firm headquartered in Santa Clara, CA. They manage $93,679,534 in 412 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management94MILLION
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Total Number of Accounts412ACCOUNTS
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Average Account Value$227,378
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, WA
Financial Advisors at The Blakeley Group Inc.
1
Dick Blakeley (CRD# 854748) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has over 44 years of experience in the finance industry.
2
Emebet Estifanos (CRD# 7509682) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has 1 year of experience in the finance industry.
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