Black Walnut Advisors LLC

Black Walnut Advisors LLC (CRD# 134442) is a financial advisory firm headquartered in , . They manage $305,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $6,100,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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

Financial Advisors at Black Walnut Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith S. Furuya
CRD#: 4489696
135 Belcrest Drive, Los Gatos, CA 95032
93
Wealthminder
score

Keith Furuya (CRD# 4489696) is an Investment Advisor Representative working at Black Walnut Advisors LLC in Los Gatos, CA and has over 14 years of experience in the finance industry.

2
Michael K. Matheson
CRD#: 1943842
Los Gatos, CA
93
Wealthminder
score

Michael Matheson (CRD# 1943842) is an Investment Advisor Representative working at Black Walnut Advisors LLC in Los Gatos, CA and has over 12 years of experience in the finance industry.

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