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Home > Retirement Planners > arizona > phoenix > BLEDSOE ASSET MANAGEMENT, LLC
BLEDSOE ASSET MANAGEMENT, LLC
1500 E. Bethany Home Rd.
Suite 100
Phoenix, Arizona 85014
Tel: 602-595-2324
About BLEDSOE ASSET MANAGEMENT, LLC
BLEDSOE ASSET MANAGEMENT, LLC, formally registered with the SEC as BLEDSOE ASSET MANAGEMENT, LLC. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
BLEDSOE ASSET MANAGEMENT, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $170,284,734 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145943 |
| SEC# | 801-121349 |
| Assets Managed by Firm | $170,284,734 |
| No. of Clients | 666 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 666 | $170,284,734 |
| Individuals (other than high net worth individuals) | 245 | $102,984,099 |
| High net worth individuals | 47 | $67,300,635 |
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