Overview
Assets Under Management: $301 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 80
Average Client Assets: $299,230
Frequently Asked Questions
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291380), BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC is headquartered in THE VILLAGES, FL.
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC serves 80 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC manages $301 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.97
Average High-Net-Worth Client Assets: $299,230
Total Client Accounts: 2,987
Discretionary Accounts: 2,573
Non-Discretionary Accounts: 414
Regulatory Filings
CRD Number: 291380
Filing ID: 1958226
Last Filing Date: 2025-03-24 11:09:00
Website: https://blackstonfinancialgroup.com