Gregory CasalsCRD 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.
Voya Financial Advisors, Inc.
Schaefer Financial Management, Inc.
|Black Swift Group, LLC||Denver, CO||Dec 2016 - Current||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
Total Assets Under Management220MILLIONS
Total Number of Accounts83ACCOUNTS
Average Account Value$2,644,907
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, CO, NE
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