The Blakeley Group Inc.

The Blakeley Group Inc. (CRD# 150066) is a financial advisory firm headquartered in Santa Clara, CA. They manage $93,679,534 in 412 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054

https://www.linkedin.com/company/the-blakeley-group-inc-/

By the Numbers

Total Assets Under Management

94

MILLION
Total Number of Accounts

412

ACCOUNTS
Average Account Value

$227,378

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at The Blakeley Group Inc.

Showing 1 - 2 of 2 top financial advisors.

Dick E. Blakeley

CRD#: 854748

2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054

Dick Blakeley (CRD# 854748) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has over 44 years of experience in the finance industry.

Emebet T. Estifanos

CRD#: 7509682

2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054

Emebet Estifanos (CRD# 7509682) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has 1 year 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.

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

Request Proposals