Blanken Management Corp

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$66.4K
Accounts
46
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
226546
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Blanken Management Corp is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis with the option for hourly engagements. Its client base is exclusively individual and family-oriented rather than institutional, and it operates as a single-state adviser rather than a national multi-state practice. Investment activity is concentrated and equity‑oriented. The firm runs discretionary mandates for the bulk of its clients and shows a clear preference for exchange‑traded instruments—both individual equities and ETFs—suggesting a bias toward liquid, publicly traded securities for core portfolios. Blanken Management Corp is not characterized as an ESG investor and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 20%, US Government Bonds 5%, State & Local Bonds 5%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents20%
  • US Government Bonds5%
  • State & Local Bonds5%

Contacts

1 of 1
  • William Blanken

    William Blanken

    Senior Investment AdvisorCRD 6492015

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth