Bleeck Financial Management, Inc.
Bleeck Financial Management, Inc. (CRD# 132124) is a financial advisory firm headquartered in Carmel, CA. They manage $63,975,346 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$1,332,820
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Bleeck Financial Management, Inc.
1
Robert M. Bleeck
CRD#:
4615003
Vandervorst Ct.,, Corner Of San Carlos And Ocean Avenue,
Carmel,
CA
93923
Robert Bleeck (CRD# 4615003) is an Investment Advisor Representative working at Bleeck Financial Management, Inc. in Carmel, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.