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Blakeley, Dick Eugene (Mountain View)


Blakeley, Dick Eugene is a large advisory firm based in Mountain View. It manages $25.22 million of regulatory assets for 349 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.




Blakeley, Dick Eugene provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blakeley, Dick Eugene: assets under management

The assets under management (AUM) of Blakeley, Dick Eugene is $25.22 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.1 million in discretionary accounts and $3.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100.69 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blakeley, Dick Eugene for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mountain View

The principal office where Blakeley, Dick Eugene performs its advisory services is located at 387 Bryant Ave, Mountain View, CA 94040, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-968-4862 or by fax 650-965-3306. The normal business hours are 8:00 a.m.-4:00 p.m. on Monday - Friday.


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