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Jeffrey Wayne Bertoni

BLACK SWIFT GROUP, LLC·DENVER, Colorado
Clean recordBLACK SWIFT GROUP, LLC
1899 WYNKOOP STREET, DENVER, CO 80202CRD# 5166895Firm CRD# 286084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Wayne Bertoni · DENVER, CO
Registration
CRD #5166895 · BLACK SWIFT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Wayne Bertoni is a registered financial advisor based in DENVER, 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# 5166895
Firm CRD# 286084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Wayne Bertoni offer?
Jeffrey Wayne Bertoni specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Jeffrey Wayne Bertoni's credentials?
Jeffrey Wayne Bertoni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Wayne Bertoni located?
Jeffrey Wayne Bertoni is based in DENVER, Colorado, working with BLACK SWIFT GROUP, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Jeffrey Wayne Bertoni charge for services?
Jeffrey Wayne Bertoni'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
Gregory Joel Casals
BOULDER, CO
Stephanie Charlene Bucko
DENVER, CO

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Research
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