The Blakeley Group, Inc. (Santa Clara)

The Blakeley Group, Inc. is an adviser based in Santa Clara. It manages $64.99 million of regulatory assets for 337 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Texas, and Washington.

The Blakeley Group provides portfolio management for individuals and small businesses and advisory consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Blakeley Group: assets under management

The assets under management (AUM) of The Blakeley Group, Inc. is $64.99 million. The firm's AUM has grown by 158% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.15 million in discretionary accounts and $843.46 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $843.46 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Blakeley Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Blakeley Group, Inc.

Dick Eugene Blakeley has been acting as President since 1 Jan 2010. Louis Richard Trujillo joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dick Eugene Blakeley	President	1 Jan 2010	75% - 100%	854748
Louis Richard Trujillo	Chief compliance officer	1 Jan 2010	Other	717998

Based in Santa Clara

The principal office where The Blakeley Group, Inc. performs its advisory services is located at 2804 Mission College Blvd, Suite 205, Santa Clara, CA 95054 The mailing address of the firm is 2804 Mission College Blvd, Suite 205, Santa Clara, CA 95054. It doesn’t run an office outside of the United States.