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BLACKSTON FINANCIAL ADVISORY GROUP, LLC
8564 E. County Road 466
Suite 302
The Villages, Florida 32162
Tel: 352-633-9046
About BLACKSTON FINANCIAL ADVISORY GROUP, LLC
BLACKSTON FINANCIAL ADVISORY GROUP, LLC, formally registered with the SEC as BLACKSTON FINANCIAL ADVISORY GROUP, LLC. The firm was established in 02/22/2018. They have over 3 offices throughout the country.
BLACKSTON FINANCIAL ADVISORY GROUP, LLC is a The Villages, Florida based Financial Planning firm with nearly $252,472,086 assets under management, offering retirement planning & investment advisory services to 2040 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291380 |
| SEC# | 801-112486 |
| Assets Managed by Firm | $252,472,086 |
| No. of Clients | 2040 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2040 | $252,472,086 |
| Individuals (other than high net worth individuals) | 1151 | $187,286,000 |
| High net worth individuals | 42 | $64,871,299 |
| Charitable organizations | 1 | $314,787 |
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