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Bledsoe Asset Management, LLC CRD 145943
$189M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1500 E. Bethany Home Rd. Suite 100, Phoenix, AZ 85014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-13 |
| AZ | RA | APPROVED | 2015-11-30 |
Branch Locations
1500 E. Bethany Home Rd. Suite 100, Phoenix, AZ 85014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bledsoe Asset Management, Llc | Phoenix | AZ | 11/2015 | Present |
1) Coast Investment Group, LLC, Owner; 2010; investment related; family real estate investments; 8 hrs/year. 2) Maricopa Community College, Tempe, AZ; Part-time Business Instructor as of 1/2019. 16 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-23 |
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