BLEECK FINANCIAL MANAGEMENT, INC.

Overview

Bleeck Financial Management, Inc. is a small, client-focused wealth manager organized as a corporation and owned by an individual. The firm concentrates on serving individuals and families, delivering fee arrangements that include a percentage-of-assets component alongside other billing methods. Its registered advisory activities center on portfolio management for individuals, small businesses, and for business or institutional clients. The firm lists accounting among its business activities, which suggests an emphasis on integrating tax and bookkeeping considerations with investment advice. Investment activity skews toward publicly traded pooled vehicles for core exposures and targeted use of third-party real estate managers for alternative allocation. Bleeck Financial Management, Inc. does not identify as an active ESG investor and operates on a single-state basis. The adviser manages client assets on a discretionary basis, indicating it typically implements and rebalances portfolios without seeking transaction-level approvals from clients.

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Investments & Alternatives

Location & Offices