Home
›
Firms
›
BLACK SWIFT GROUP, LLC
BLACK SWIFT GROUP, LLC
BOULDER, Colorado
·
4 registered advisors
·
CRD# 286084
SEC# 801-108740
0
303-955-4381
01
Firm Overview
AUM
$468M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BLACK SWIFT GROUP, LLC
4 registered advisors
Gregory Joel Casals
BOULDER, Colorado
CRD# 2160891
Jeffrey Wayne Bertoni
DENVER, Colorado
CRD# 5166895
Linda Jo Casals
BOULDER, Colorado
CRD# 2402171
Stephanie Charlene Bucko
DENVER, Colorado
CRD# 5204309
05
Office Locations
BOULDER, Colorado
2 advisors
DENVER, Colorado
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. BLACK SWIFT GROUP, LLC (CRD# 286084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.