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Building 2BLACK SWIFT GROUP, LLC

Map pinBOULDER, CO
Phone303-955-4381
NotebookSEC #801-108740
Total AUM
$694.1M
Employees
9
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2595 CANYON BLVD
SUITE 330
BOULDER
CO 80302
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
303-955-4381

ReceiptFinancials

Total AUM
$694.1M
Accounts
406
Discretionary
$694.1M
Accounts
406
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
232
AUM
$102.7M
HNW Individual Clients
150
AUM
$493.7M
Pooled Vehicle Clients
3
AUM
$77.3M
Charitable Organization Clients
12
AUM
$11.8M
Corporation or Business Clients
9
AUM
$8.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMANYPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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