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THE BLAKELEY GROUP INC
THE BLAKELEY GROUP, INC.
CRD 150066 · SEC 801-70125
2804 MISSION COLLEGE BLVD., SUITE 205, SANTA CLARA, CA, 95054, United States
Phone
408-459-4910
Fax
408-459-4918
Registration
— (—)
Source
State registered
Total AUM
$96.4M
Discretionary AUM
$96.4M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $20.1M |
| High net worth individuals | 24 | $76.1M |
All web addresses on file
Official SEC filing: View on IAPD