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 organized as a corporation and has been SEC-registered since 1984. FINTRX classifies ownership as individual and lists the firm as "Unclassified" for its business grouping. The profile in the dataset is sparse: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, and is not noted as a pension consultant or related adviser. FINTRX does not provide detail on the firm's fee structure, advisory activities, or client base.
Assets & Accounts
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 13
Stephen Hiltscher
Wealth AdvisorCRD 4888806
Tricee Wright
Wealth AdvisorCRD 4919391
Gary Peace
Financial Planning AssociateCRD 1623381
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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