2700 Canyon Blvd
Suite 215
Boulder, Colorado 80302
Tel: 303-955-4381
BLACK SWIFT GROUP, LLC, formally registered with the SEC as BLACK SWIFT GROUP, LLC. The firm was established in 12/21/2016. They have over 1 offices throughout the country.
BLACK SWIFT GROUP, LLC is a Boulder, Colorado based Financial Planning firm with nearly $467,575,192 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286084 |
SEC# | 801-108740 |
Assets Managed by Firm | $467,575,192 |
No. of Clients | 338 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 338 | $467,575,192 |
Individuals (other than high net worth individuals) | 184 | $63,334,519 |
High net worth individuals | 127 | $289,875,924 |
Charitable organizations | 9 | $8,037,640 |
Corporations or other businesses | 13 | $10,583,528 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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