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Building 2BLACK HORSE WEALTH MANAGEMENT

Map pin
Phone408-316-6364
NotebookSEC #801-118662
Total AUM
$65M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
408-316-6364

ReceiptFinancials

Total AUM
$65M
Accounts
27
Discretionary
$0
Accounts
0
Non-Discretionary
$65M
Accounts
27

ContactClients

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Individual Clients
1
AUM
$100K
HNW Individual Clients
9
AUM
$64.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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