BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD #287683 SEC #801-115085 SAN LUIS OBISPO, CA (805) 543-4366
SEC Registered
Total AUM
$308.5M
Discretionary
$281.4M
Employees
7
Clients
--
Accounts
727
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $308.5M | $281.4M | $27.1M | 7 | 0 |
| Jun 2024 | $263.2M | $251.4M | $11.9M | 7 | 0 |
| Mar 2024 | $263.2M | $251.4M | $11.9M | 7 | 0 |
| Jun 2023 | $214.2M | $205.8M | $8.4M | 7 | 0 |
| Mar 2023 | $214.2M | $205.8M | $8.4M | 7 | 0 |
| Mar 2022 | $224.7M | $224.7M | $0 | 8 | 0 |
| May 2021 | $148.4M | $148.4M | $0 | 8 | 3 |
| Mar 2021 | $148.4M | $148.4M | $0 | 8 | 3 |
| Aug 2020 | $114.2M | $114.2M | $0 | 8 | 2 |
| Jun 2020 | $114.2M | $114.2M | $0 | 7 | 2 |
| Jun 2020 | $114.2M | $114.2M | $0 | 7 | 2 |
| Jun 2020 | $114.2M | $114.2M | $0 | 7 | 2 |
| May 2020 | $114.2M | $114.2M | $0 | 7 | 2 |
| Mar 2020 | $114.2M | $114.2M | $0 | 7 | 2 |
| May 2019 | $109.2M | $77M | $32.2M | 7 | 0 |
| May 2019 | $109.2M | $77M | $32.2M | 7 | 0 |
| Mar 2019 | $109.2M | $77M | $32.2M | 7 | 0 |
DateApr 2025
Total AUM$308.5M
Discretionary$281.4M
Non-Disc.$27.1M
Employees7
Clients0
DateJun 2024
Total AUM$263.2M
Discretionary$251.4M
Non-Disc.$11.9M
Employees7
Clients0
DateMar 2024
Total AUM$263.2M
Discretionary$251.4M
Non-Disc.$11.9M
Employees7
Clients0
DateJun 2023
Total AUM$214.2M
Discretionary$205.8M
Non-Disc.$8.4M
Employees7
Clients0
DateMar 2023
Total AUM$214.2M
Discretionary$205.8M
Non-Disc.$8.4M
Employees7
Clients0
DateMar 2022
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees8
Clients3
DateMar 2021
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees8
Clients3
DateAug 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees8
Clients2
DateJun 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees7
Clients2
DateJun 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees7
Clients2
DateJun 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees7
Clients2
DateMay 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees7
Clients2
DateMar 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees7
Clients2
DateMay 2019
Total AUM$109.2M
Discretionary$77M
Non-Disc.$32.2M
Employees7
Clients0
DateMay 2019
Total AUM$109.2M
Discretionary$77M
Non-Disc.$32.2M
Employees7
Clients0
DateMar 2019
Total AUM$109.2M
Discretionary$77M
Non-Disc.$32.2M
Employees7
Clients0