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 $392,073,925 assets under management, offering retirement planning & investment advisory services to 271 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 286084 |
SEC# | 801-108740 |
Assets Managed by Firm | $392,073,925 |
No. of Clients | 271 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 271 | $392,073,925 |
Individuals (other than high net worth individuals) | 161 | $51,442,664 |
High net worth individuals | 89 | $189,965,880 |
Charitable organizations | 7 | $9,065,082 |
Corporations or other businesses | 8 | $12,992,339 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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