Overview
Assets Under Management: $301 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 8
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.00
Average High-Net-Worth Client Assets: $35 million
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