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Building 2DARK HORSE ADVISORS LLC

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Phone(858) 200-0616
NotebookSEC #801-136369
Total AUM
$181.7M
Employees
7
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(858) 200-0616

ReceiptFinancials

Total AUM
$181.7M
Accounts
426
Discretionary
$181.7M
Accounts
426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$91M
HNW Individual Clients
18
AUM
$88.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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