Gregory Casals, financial advisor Denver CO

Gregory Casals

CRD Number: 2160891
Current Firm: Black Swift Group, LLC
Compensation Model: Fee Only

Gregory Casals (CRD# 2160891) is an Investment Advisor Representative working at Black Swift Group in Denver, CO and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Black Swift Group, LLC Denver, CO Dec 2016 - Current 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
Contact Info for Gregory J. Casals
Phone Number: 303-955-4381
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $2,644,907
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, NE

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