Bleeck Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bleeck Financial Management provides discretionary investment supervisory services and consultative investment advice to a mix of individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. As of December 31, 2025 the firm reported approximately $77.6 million in discretionary assets under management and delivers regular account reporting and reviews.
The firm uses a blend of charting, cyclical, fundamental and technical analysis and implements both long‑term and short‑term strategies tailored to each client’s circumstances, with periodic monitoring and quarterly and annual in‑depth reviews. Reviews specifically address tax and estate planning, insurance, pensions and other financial planning areas, and the firm may accept limited trading discretion to effect transactions on clients’ behalf.
What is distinctive is that the advisory practice is also operated as a licensed Certified Public Accountant and Personal Financial Specialist practice, with a portion of time devoted to accounting services, a combination that is uncommon among peers. The firm’s client base includes corporate and institutional‑type accounts—business entities and pension/profit‑sharing plans—which is less typical for similarly sized independent advisory firms.
Client services
Expertise
Fee options
1% of assets under management, prorated monthly and billed monthly in arrears
Retainer fee ranging from $250 to $1,000 per month, billed monthly
Main office
Vandervorst Ct., Corner of San Carlos and Ocean Avenue
Carmel CA 93923
Advisors at this office
1
Most active in
California
Also doing business as
Bleeck Financial Management, Inc. · Robert M Bleeck
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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