Black Barn Financial, LLC

Black Barn Financial, LLC (CRD# 170885) is a financial advisory firm headquartered in Austin, TX. They manage $89,777,902 in 519 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2305 Hancock Drive, Ste. 105, Austin, TX 78756
https://twitter.com/blackbarnfin
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $172,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Black Barn Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Amy Calistri, financial advisor Austin TX
Amy D. Calistri
CRD#: 6678736
2305 Hancock Drive, Ste. 105, Austin, TX 78756

Amy Calistri (CRD# 6678736) is an Investment Advisor Representative working at Black Barn Financial, LLC in Austin, TX and has over 8 years of experience in the finance industry.

2
Sara Glakas, financial advisor Austin TX
Sara E. Glakas
CRD#: 6168550
2305 Hancock Drive, Ste. 105, Austin, TX 78756

Sara Glakas (CRD# 6168550) is an Investment Advisor Representative working at Black Barn Financial, LLC in Austin, TX and has over 11 years of experience in the finance industry.

3
Kacie Swartz, financial advisor Austin TX
Kacie J. Swartz
CRD#: 4560021
2305 Hancock Drive, Ste. 105, Austin, TX 78756

Kacie Swartz (CRD# 4560021) is an Investment Advisor Representative working at Black Barn Financial, LLC in Austin, TX and has over 21 years of experience in the finance industry.

4
Elisa Hanson, financial advisor Marengo IL
Elisa M. Hanson
CRD#: 7196435
Marengo, IL

Elisa Hanson (CRD# 7196435) is an Investment Advisor Representative working at Black Barn Financial, LLC in Marengo, IL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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