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Building 2BLACK HORSE WEALTH MANAGEMENT

Map pin
Phone408-316-6364
NotebookSEC #801-123230
Total AUM
$165.6M
Employees
1
Clients
20

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
$165.6M
Accounts
73
Discretionary
$50.9M
Accounts
46
Non-Discretionary
$114.7M
Accounts
27

ContactClients

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Individual Clients
7
AUM
$3.4M
HNW Individual Clients
12
AUM
$161.2M
Pension/Profit Sharing Plan Clients
1
AUM
$928.3K

Briefcase businessServices

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Services Offered
Financial 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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