420 Stevens Avenue
Suite 250
Solana Beach, California 92075
Tel: 858-755-5166
BLANKINSHIP & FOSTER, LLC, formally registered with the SEC as BLANKINSHIP & FOSTER, LLC. The firm was established in 07/01/1989. They have over 1 offices throughout the country.
BLANKINSHIP & FOSTER, LLC is a Solana Beach, California based Financial Planning firm with nearly $780,366,425 assets under management, offering retirement planning & investment advisory services to 1001 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104795 |
SEC# | 801-35218 |
Assets Managed by Firm | $780,366,425 |
No. of Clients | 1001 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1001 | $780,366,425 |
Individuals (other than high net worth individuals) | 92 | $49,203,736 |
High net worth individuals | 202 | $691,652,545 |
Pension and profit sharing plans | Fewer than 5 clients | $866,910 |
Charitable organizations | 8 | $34,913,537 |
Corporations or other businesses | Fewer than 5 clients | $3,729,697 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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