Blaylock Robert Van, LLC is an adviser based in Oakland. It manages $15 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and New York.
Blaylock Robert Van 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.
The assets under management (AUM) of Blaylock Robert Van, LLC is $15 million, all of which is managed in discretionary accounts. 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 advisory firm has several streams of revenue. Clients pay Blaylock Robert Van, LLC 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.
The principal office where Blaylock Robert Van, LLC performs its advisory services is located at 350 Frank H. Ogawa Plaza, Oakland, CA 94612, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-208-6101 or by fax 510-625-1065. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.brv-llc.com.