The Blakeley Group Inc

Overview

The Blakeley Group Inc is a state registered investment adviser based in Santa Clara, CA, registered since 2012. It reports $96.4M in assets under management across 316 accounts, with 4 employees. It has 1 investment adviser representatives.

Reported AUM

$96.4M

Discretionary

100%

Accounts

316

Average account

$305K

Employees

4

Advisory reps

1

Registered since

2012

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Dick Eugene Blakeley President, Chief Compliance Officer CRD 854748

Advisory reps 1 of 1

• Dick Eugene Blakeley Investment Adviser Rep CRD 854748

Location

Headquarters

2804 Mission College Blvd Ste 205
Santa Clara, CA 95054

County

Santa Clara

Metro area

San Jose-Sunnyvale-Santa Clara, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: theblakeleygroup.com

Every state, with registration dates

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