Blackrock Financial Management, Inc

Overview

Blackrock Financial Management, Inc is an SEC registered investment adviser based in New York, NY, registered since 1995. It reports $1.6T in assets under management across 2,283 accounts, with 7,987 employees. It has 31 investment adviser representatives.

Reported AUM

$1.6T

Discretionary

100%

Accounts

2,283

Average account

$699M

Employees

7,987

Advisory reps

31

Registered since

1995

Jurisdictions

53

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Laurence Douglas Fink Chief Executive Officer CRD 830137
• Robert Steven Kapito President CRD 728399
• Charles Choon Sik Park Chief Compliance Officer CRD 2704483

4 more executive officers, with direct contact details

Advisory reps 3 of 31

• Jeffrey Ross Biggers Registered Rep · Investment Adviser Rep CRD 3270328
• James Arthur Caffarello Registered Rep · Investment Adviser Rep CRD 5599386
• Aaron Richard Chethalan Registered Rep · Investment Adviser Rep CRD 5889673

28 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 Hudson Yards
New York, NY 10001

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: mp.weixin.qq.com/mp/profile_ext?action=home&__biz=mzizmtc3mtq2mw==&scene=124#wechat_redirect

Every state, with registration dates

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