Black Swift Group, LLC

Black Swift Group, LLC (CRD# 286084) is a financial advisory firm headquartered in Boulder, CO. They manage $467,575,192 in 338 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2700 Canyon Blvd, Suite 215, Boulder, CO 80302
http://www.blackswiftgroup.com/
By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $1,383,359
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MA, NY, TX, WA

Financial Advisors at Black Swift Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard Anderson, financial advisor Boulder CO
Richard B. Anderson
CRD#: 6968483
2700 Canyon Blvd, Suite 215, Boulder, CO 80302

Richard Anderson (CRD# 6968483) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has over 5 years of experience in the finance industry.

2
Gregory Casals, financial advisor Boulder CO
Gregory J. Casals
CRD#: 2160891
2700 Canyon Blvd, Suite 215, Boulder, CO 80302

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.

3
James Becker, financial advisor Boulder CO
James P. Becker
CRD#: 7799739
2700 Canyon Blvd, Suite 215, Boulder, CO 80302

James Becker (CRD# 7799739) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has 1 year of experience in the finance industry.

4
Linda Casals, financial advisor Boulder CO
Linda J. Casals
CRD#: 2402171
2700 Canyon Blvd, Suite 215, Boulder, CO 80302

Linda Casals (CRD# 2402171) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has over 30 years of experience in the finance industry.

5
Austin Fisher, financial advisor Boulder CO
Austin L. Fisher
CRD#: 7681872
2700 Canyon Blvd, Suite 215, Boulder, CO 80302

Austin Fisher (CRD# 7681872) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has 1 year of experience in the finance industry.

6
Tyler Hamilton, financial advisor Missoula MT
Tyler S. Hamilton
CRD#: 7170710
Missoula, MT

Tyler Hamilton (CRD# 7170710) is an Investment Advisor Representative working at Black Swift Group, LLC in Missoula, MT and has over 4 years of experience in the finance industry.

7
Timothy Shasserre, financial advisor Boulder CO
Timothy J. Shasserre
CRD#: 6386878
2700 Canyon Blvd, Suite 215, Boulder, CO 80302

Timothy Shasserre (CRD# 6386878) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals