Blankinship & Foster is an investment advisor in Solana Beach with $786.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330357690
SEC advisor number
801-35218
FINRA CRD number
104795
AUM ?
$780.37 mm
(as of 22 Mar 24)
Accounts
1,001
(as of 22 Mar 24)
Employees
16
(8 investment advisory or research)
Address
Blankinship & Foster
420 STEVENS AVE
STE. 250
SOLANA BEACH
CA 92075
420 STEVENS AVE
STE. 250
SOLANA BEACH
CA 92075
Phone
8587555166
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21