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Building 2BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Map pinTHE VILLAGES, FL
Phone352-633-9046
NotebookSEC #801-112486
Total AUM
$332.8M
Employees
17
Clients
947

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8564 E. COUNTY ROAD 466
SUITE 302
THE VILLAGES
FL 32162
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
352-633-9046
Other Offices
1

ReceiptFinancials

Total AUM
$332.8M
Accounts
1,832
Discretionary
$332.8M
Accounts
1,832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
877
AUM
$214.4M
HNW Individual Clients
63
AUM
$118M
Pension/Profit Sharing Plan Clients
6
AUM
$339K
Corporation or Business Clients
1
AUM
$29.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAFLGAILINKYLAMAMIMNNCNYOHPASCTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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