← Back to searchVisit website
BLEECK FINANCIAL MANAGEMENT, INC.
CRD 132124 · SEC 801-68920
VANDERVORST CT., SUITE 6,, CORNER OF SAN CARLOS AND OCEAN AVENUE, CARMEL, CA, 93923, United States
Phone
(831) 626-4011
Fax
(831) 626-4011
Registration
— (—)
Source
State registered
Total AUM
$77.6M
Discretionary AUM
$77.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; A RETAINER FEE
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.6M |
| High net worth individuals | 8 | $64.5M |
All web addresses on file
Official SEC filing: View on IAPD