The Blakeley Group Inc.

The Blakeley Group Inc. (CRD# 150066) is a financial advisory firm headquartered in Santa Clara, CA. They manage $74,658,000 in 376 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $198,559
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
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.

CA, OR, TX, WA

Financial Advisors at The Blakeley Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brian D. Labove
CRD#: 2808875
2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
93
Wealthminder
score

Brian Labove (CRD# 2808875) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has over 8 years of experience in the finance industry.

2
Dick E. Blakeley
CRD#: 854748
2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
63
Wealthminder
score

Dick Blakeley (CRD# 854748) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has over 36 years of experience in the finance industry.

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