BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

1101 Marsh St.
San Luis Obispo, California 93401
Tel: (805) 543-4366

About BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC, formally registered with the SEC as BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. The firm was established in 04/29/2019. They have over 4 offices throughout the country.

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is a San Luis Obispo, California based Financial Planning firm with nearly $263,208,720 assets under management, offering retirement planning & investment advisory services to 718 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287683
SEC#	801-115085
Assets Managed by Firm	$263,208,720
No. of Clients	718
No. of Advisors	7

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	718	$263,208,720
Individuals (other than high net worth individuals)	631	$132,213,360
High net worth individuals	80	$115,672,266
Pension and profit sharing plans	3	$11,852,125
Charitable organizations	4	$3,470,969

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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