BLASEN CAPITAL MARKETS GROUP, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
OKEMOS, Michigan
CRD number
339182
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Blasen Capital Markets Group, LLC operates as a limited liability company focused on portfolio management and consulting services. The firm provides investment advisory services primarily to individuals, small businesses, and institutions. Their approach includes a diverse range of investment strategies, although specific preferences or allocations are not detailed. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees, allowing for flexibility in how they charge clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KYLIE BLASEN

    Chief Compliance OfficerCRD 7585557

Contacts

1 of 1
  • THOMAS BLASEN

    Founding PartnerCRD 1684707

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OKEMOS, MI

INGHAM

Location

OKEMOS, MI

Headquartered in OKEMOS, MI, in the Midwest of the United States.

Region
Midwest
County
INGHAM
Address
3887 Okemos Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth