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Robert M Bleeck (Burlingame)


Robert M Bleeck is a large advisory firm based in Burlingame. It manages $29.15 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Robert M Bleeck 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.

Robert M Bleeck: assets under management

The assets under management (AUM) of Robert M Bleeck is $29.15 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 firm manages $29.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $470.16 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Robert M Bleeck for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlingame

The principal office where Robert M Bleeck performs its advisory services is located at 533 Airport Blvd., Burlingame, CA 94010 The mailing address of the firm is Po Box 11370, Burlingame, CA 94011. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (650) 685-2425 or by fax (650) 685-2427. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.


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