Overview
Assets Under Management: $170 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 47
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.52
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 666
Discretionary Accounts: 666
Regulatory Filings
CRD Number: 145943
Filing ID: 2012081
Last Filing Date: 2025-08-29 18:26:00
Website: https://bledsoellc.com