DARK HORSE ADVISORS LLC
Total AUM
$181.7M
Employees
7Clients
179Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(858) 200-0616
Financials
Total AUM
$181.7M
Accounts
426Discretionary
$181.7M
Accounts
426Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
160AUM
$91M
HNW Individual Clients
18AUM
$88.8M
Pension/Profit Sharing Plan Clients
1AUM
$1.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SOLICITOR SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SOLICITOR FEES
Compliance
Disclosures
None reported
State Registrations
AZCATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.