Unclaimed Profile

Linda Jo Casals

BLACK SWIFT GROUP, LLC·BOULDER, Colorado

Series 7, Series 52, Series 63, Series 65Clean record5 years registeredBLACK SWIFT GROUP, LLC

2700 CANYON BLVD, BOULDER, CO 80302CRD# 2402171Firm CRD# 286084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda Jo Casals · BOULDER, CO

Registration

CRD #2402171 · BLACK SWIFT GROUP, LLC · 5 years registered

Brand Profile

Not yet started

Career History

BLACK SWIFT GROUP, LLC

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 52

Series 63

Series 65

Registration record

First registered · March 29, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLACK SWIFT GROUP, LLC

CRD 286084 · SEC 801-108740

AUM

$468M

Regulatory assets under management

Employees

338 client accounts

Services offered by BLACK SWIFT GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BLACK SWIFT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Linda Jo Casals offer?

Linda Jo Casals specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Linda Jo Casals's credentials?

Linda Jo Casals is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda Jo Casals located?

Linda Jo 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 Linda Jo Casals charge for services?

Linda Jo 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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