Unclaimed Profile

Linda Jo Casals

BLACK SWIFT GROUP, LLC·BOULDER, Colorado

Clean recordBLACK 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Linda Jo 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BLACK SWIFT GROUP, LLC

AUM

$468M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLACK SWIFT GROUP, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2402171

Firm CRD# 286084

View on FINRA BrokerCheck →

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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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