Timothy
Stein
Bledsoe Asset Management, LLC
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About this Advisor
Timothy Stein is a financial advisor who works out of Phoenix, Arizona who has 15 years of relevant experience. Stein is an employee of Bledsoe Asset Management, LLC. During their career, the advisor has held roles at Phoenix Fire Department and Bledsoe Asset Management, LLC. Stein has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Arizona. Bledsoe Asset Management, LLC is a financial advisory company based in Phoenix, AZ. It handles $125 million in assets under management across its 610 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 610 client accounts, just 9% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which service is provided. However, fee types charged by Bledsoe Asset Management, LLC likely are comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bledsoe Asset Management, LLC Brokerage Details
$124,699,702
4
610
$204,426
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Timothy Stein Work History
Timothy has been registered as a financial advisor for 15 years.*
Bledsoe Asset Management, LLC
Phoenix Fire Department
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Stein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bledsoe Asset Management, LLC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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