Overview
Assets Under Management: $701 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 188
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 188
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.24
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 274
Discretionary Accounts: 264
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145108
Last Filing Date: 2024-10-01 00:00:00
Website: https://blackdfinancial.com