Bledsoe Asset Management, LLC

Bledsoe Asset Management, LLC (CRD# 145943) is a financial advisory firm headquartered in Phoenix, AZ. They manage $146,806,642 in 641 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014
http://www.bledsoellc.com
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $229,028
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NE, TX

Financial Advisors at Bledsoe Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rula Huber, financial advisor Phoenix AZ
Rula L. Huber
CRD#: 5282065
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014

Rula Huber (CRD# 5282065) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

2
Frank Jackson, financial advisor Phoenix AZ
Frank R. Jackson
CRD#: 2094312
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014

Frank Jackson (CRD# 2094312) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.

3
Paul Knobbe, financial advisor Phoenix AZ
Paul S. Knobbe
CRD#: 6394927
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014

Paul Knobbe (CRD# 6394927) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.

4
Timothy Stein, financial advisor Phoenix AZ
Timothy J. Stein
CRD#: 5570174
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014

Timothy Stein (CRD# 5570174) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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