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Bleeck Financial Management, Inc. (Burlingame)


Bleeck Financial Management, Inc. is an adviser based in Burlingame. It manages $35.2 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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

Bleeck Financial Management: assets under management

The assets under management (AUM) of Bleeck Financial Management, Inc. is $35.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bleeck Financial Management, 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.

Based in Burlingame

The principal office where Bleeck Financial Management, Inc. performs its advisory services is located at 533 Airport Blvd., Burlingame, CA 94010 The mailing address of the firm is Po Box 117370, Burlingame, CA 94011. An additional office of the firm is in Carmel, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (650) 685-2425 or by fax (650) 685-2427. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.


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