Bledsoe Asset Management, LLC

Bledsoe Asset Management, LLC (CRD# 145943) is a financial advisory firm headquartered in Phoenix, AZ. They manage $77,400,000 in 537 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $144,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, TX

Financial Advisors at Bledsoe Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joseph K. Bledsoe
CRD#: 4542635
Coronado, CA
96
Wealthminder
score

Joseph Bledsoe (CRD# 4542635) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Coronado, CA and has over 12 years of experience in the finance industry. Joseph Bledsoe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rula L. Huber
CRD#: 5282065
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014
93
Wealthminder
score

Rula Huber (CRD# 5282065) 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 S. Knobbe
CRD#: 6394927
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014
88
Wealthminder
score

Paul Knobbe (CRD# 6394927) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Phoenix, AZ and has over 2 years of experience in the finance industry.

4
Frank R. Jackson
CRD#: 2094312
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014
87
Wealthminder
score

Frank Jackson (CRD# 2094312) is an Investment Advisor Representative working at Bledsoe Asset Management, LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

5
Timothy J. Stein
CRD#: 5570174
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ 85014
81
Wealthminder
score

Timothy Stein (CRD# 5570174) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.