Bruce
Bligh
Seven Post Investment Office Lp
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About this Advisor
Bruce Bligh is a financial advisor operating out of San Francisco, California who has 12 years of relevant experience. Bligh works at Seven Post Investment Office Lp. They have spent their complete employment at Seven Post Investment Office Lp. Bligh holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Seven Post Investment Office Lp is a firm that has its headquarters in San Francisco, CA. It administers $7 billion in assets across its 212 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 212 accounts, 88% belong to high-net-worth clients who have greater than $1 million in investable assets. Seven Post Investment Office Lp has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely are based on which services are offered. However, fees billed by Seven Post Investment Office Lp likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seven Post Investment Office Lp Brokerage Details
$6,745,239,228
21
212
$31,817,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Bruce Bligh Work History
Bruce has been registered as a financial advisor for 12 years.*
Seven Post Private Investment Office
*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 Bruce Bligh 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 Seven Post Investment Office Lp
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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