Blakeslee & Blakeslee Financial Advisers Inc.

Overview

Blakeslee & Blakeslee Financial Advisers Inc. is an independent, individual-owned registered investment adviser that is SEC-registered (2019). The firm serves both individual and family clients as well as institutional relationships, and its primary advisory work is financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-assets model alongside hourly charges. The firm reports affiliations with a broker-dealer and an insurance company and identifies itself as an active ESG investor. It does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices