Blx Group LLC

Blx Group LLC (CRD# 111923) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,198,784,251 in 120 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,199
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $9,989,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, FL, HI, IL, MA, MD, MI, NC, NJ, NV, NY, OK, OR, TX

Financial Advisors at Blx Group LLC
Showing 1 - 10 of 18 top financial advisors.
1
Justin M. Gagnon
CRD#: 4532949
Chapel Hill, NC
96
Wealthminder
score

Justin Gagnon (CRD# 4532949) is an Investment Advisor Representative working at Blx Group LLC in Chapel Hill, NC and has over 14 years of experience in the finance industry.

2
Matthew J. Akins
CRD#: 5040621
4010 W. Boy Scout Blvd, Suite 280, Tampa, FL 33607
93
Wealthminder
score

Matthew Akins (CRD# 5040621) is an Investment Advisor Representative working at Blx Group LLC in Tampa, FL and has over 11 years of experience in the finance industry.

3
Michael A. Bond
CRD#: 2118783
51 West 52nd Street, New York, NY 10019
93
Wealthminder
score

Michael Bond (CRD# 2118783) is an Investment Advisor Representative working at Blx Group LLC in New York, NY and has over 26 years of experience in the finance industry.

4
Glenn R. Casterline
CRD#: 2144967
777 S. Figueroa Street, Suite 3200, Los Angeles, CA 90017
93
Wealthminder
score

Glenn Casterline (CRD# 2144967) is an Investment Advisor Representative working at Blx Group LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

5
Eric H. Chu
CRD#: 4389126
777 South Figueroa Street, Suite 800, Los Angeles, CA 90017
93
Wealthminder
score

Eric Chu (CRD# 4389126) is an Investment Advisor Representative working at Blx Group LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.

6
Michelle C. Chung
CRD#: 4528434
777 S. Figueroa Street, Suite 3200, Los Angeles, CA 90017
93
Wealthminder
score

Michelle Chung (CRD# 4528434) is an Investment Advisor Representative working at Blx Group LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

7
Amber D. Fairless
CRD#: 4230054
2711 North Haskell Avenue, Suite 2600 Sw, Dallas, TX 75204
93
Wealthminder
score

Amber Fairless (CRD# 4230054) is an Investment Advisor Representative working at Blx Group LLC in Dallas, TX and has over 17 years of experience in the finance industry.

8
Jeffrey R. Higgins
CRD#: 4528716
777 S. Figueroa Street, Suite 3200, Los Angeles, CA 90017
93
Wealthminder
score

Jeffrey Higgins (CRD# 4528716) is an Investment Advisor Representative working at Blx Group LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

9
Amy J. Kron
CRD#: 2198513
51 West 52nd Street, New York, NY 10019
93
Wealthminder
score

Amy Kron (CRD# 2198513) is an Investment Advisor Representative working at Blx Group LLC in New York, NY and has over 25 years of experience in the finance industry.

10
Nancy D. Kummer
CRD#: 4435754
777 S. Figueroa Street, Suite 3200, Los Angeles, CA 90017
93
Wealthminder
score

Nancy Kummer (CRD# 4435754) is an Investment Advisor Representative working at Blx Group LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.