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Gregory Joel Casals

BLACK SWIFT GROUP, LLC·BOULDER, Colorado
Clean recordBLACK SWIFT GROUP, LLC
2700 CANYON BLVD, BOULDER, CO 80302CRD# 2160891Firm CRD# 286084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Joel Casals · BOULDER, CO
Registration
CRD #2160891 · BLACK SWIFT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Joel Casals is a registered financial advisor based in BOULDER, Colorado, affiliated with BLACK SWIFT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BLACK SWIFT GROUP, LLC
BLACK SWIFT GROUP, LLC
AUM
$468M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BLACK SWIFT GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2160891
Firm CRD# 286084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Joel Casals offer?
Gregory Joel Casals specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Gregory Joel Casals's credentials?
Gregory Joel Casals is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joel Casals located?
Gregory Joel Casals is based in BOULDER, Colorado, working with BLACK SWIFT GROUP, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Gregory Joel Casals charge for services?
Gregory Joel Casals's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLACK SWIFT GROUP, LLC?
BLACK SWIFT GROUP, LLC has approximately 12 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLACK SWIFT GROUP, LLC

Linda Jo Casals
BOULDER, CO
Jeffrey Wayne Bertoni
DENVER, CO
Stephanie Charlene Bucko
DENVER, CO

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