Blakeslee and Blakeslee Inc.
Firm details
- Headquarters
- San Luis Obispo, California
- CRD number
- 8149
- Registered since
- July 5, 1984
- Website
- blakeslee-blakeslee.com
Firm profile
FINTRXOverview
Blakeslee and Blakeslee Inc. is a corporation that has been SEC-registered since 1984 and is held by an individual owner. Public-facing information on the firm's strategy, client segments, fee arrangements and advisory activities is limited: filings and the provided dataset do not outline a defined investment philosophy or typical client profile. The firm is not identified as a capital allocator, pension consultant, or multi-state adviser in the source data, and it is not listed as an active ESG investor. Those specific flags suggest limited engagement with institution-style capital deployment or explicit ESG integration, but without further disclosure the scope of services and product mix cannot be confirmed.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Deirdre Torres
CCO & COOCRD 5361708

Craig Darnell
Chief Investment OfficerCRD 4573977

Sam Blakeslee
CEO & PresidentCRD 2575749
Contacts
3 of 12
Stephen Hiltscher
Wealth AdvisorCRD 4888806
Tricee Wright
Wealth AdvisorCRD 4919391

David Ford
Senior Financial PlannerCRD 2965164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Luis Obispo, CA
San Luis Obispo
Location
San Luis Obispo, CA
Headquartered in San Luis Obispo, CA, in the West of the United States.
- Region
- West
- County
- San Luis Obispo
- Address
- 1101 Marsh St
- Time zone
- PT (UTC-8)
- Office locations
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