The Blakeley Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2804 Mission College Blvd Ste 205, Santa...

Phone Number

(408) 459-4911

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Jul
Aug
ZI Rank
1
1
1
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1

About The Blakeley Group

The Blakeley Group, Inc. specializes in wealth and portfolio management, offering services tailored for individuals and families navigating the complexities of multi-generational wealth. Their offerings include family office services, dynamic wealth optimization, and comprehensive portfolio management strategies. The company emphasizes risk assessment and provides insights into market trends to empower clients in their financial decisions. Founded in 2009, The Blakeley Group is committed to planning for success and ensuring clients are prepared for potential risks.Explore more
The Blakeley Group's Social MediaPopular SearchesThe Blakeley Group IncBlakeley Group IncBlakeley Group LPTHE BLAKELY CLARK GROUP IncThe Blakeley GroupSIC Code 62,628NAICS Code 52,523Show more

The Blakeley Group Org Chart

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Anna Blakeley, Chief Administrative Officer (CAO) at The Blakeley Group
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Chief Administrative Officer (CAO)

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Blakeley Group

<$5M
1-10
Private
-
2009
Anna Blakeley, Chief Administrative Officer (CAO) at The Blakeley Group
Anna BlakeleyChief Administrative Officer (CAO)
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2000
N/A
<$5M
11-50
Private
-
2005
AP
Alexander PonchakChief Financial Officer
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

The Blakeley Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Blakeley Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Blakeley Group.

The Blakeley Group Tech Stack

A closer look at the technologies used by The Blakeley Group

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Frequently Asked Questions Regarding The Blakeley Group

What is The Blakeley Group's official website?
The Blakeley Group's official website is www.theblakeleygroup.com
What is The Blakeley Group's Revenue?
The Blakeley Group's revenue is <$5 Million
What is The Blakeley Group's SIC code?
The Blakeley Group's SIC: 62,628
What is The Blakeley Group's NAICS code?
The Blakeley Group's NAICS: 52,523
How many employees does The Blakeley Group have?
The Blakeley Group has 1-10 employees
What industry does The Blakeley Group belong to?
The Blakeley Group is in the industry of: Finance, Securities Trading
What is The Blakeley Group competition?
The Blakeley Group top competitors include: Matrix Capital Advisors, CoastEdge Partners, Radius Wealth Management, Reynolds Wealth Management
What technology does The Blakeley Group use?
Some of the popular technologies that The Blakeley Group uses are: Redtail CRM
How do I contact The Blakeley Group?
The Blakeley Group contact info: Phone number: (408) 459-4911 Website: www.theblakeleygroup.com
What does The Blakeley Group do?

The Blakeley Group, Inc. specializes in wealth and portfolio management, offering services tailored for individuals and families navigating the complexities of multi-generational wealth. Their offerings include family office services, dynamic wealth optimization, and comprehensive portfolio management strategies. The company emphasizes risk assessm... ent and provides insights into market trends to empower clients in their financial decisions. Founded in 2009, The Blakeley Group is committed to planning for success and ensuring clients are prepared for potential risks.Read More

What are The Blakeley Group social media links?
The Blakeley Group Linkedin page The Blakeley Group Facebook page
Is The Blakeley Group a public company?
The Blakeley Group is private company therefore does not currently have an official ticker symbol
See more information about The Blakeley Group

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