BLACK SEA INVESTMENT GROUP

RIASEC Registered
Total AUM
$110K
Discretionary
$110K
100% of AUM
Avg account
$110K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
NORTH RICHLAND HILLS, Texas
CRD number
327494
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Black Sea Investment Group operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the specific needs of its clients. While it does not actively engage in ESG investing, it maintains a straightforward fee structure that includes a percentage of assets under management and hourly charges for its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 90%, Derivatives 10%90%
  • Non-Exchange Traded Equities90%
  • Derivatives10%

Contacts

1 of 1
  • Yashar Samandarli

    Founder and PresidentCRD 7810378

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NORTH RICHLAND HILLS, TX

TARRANT

Location

NORTH RICHLAND HILLS, TX

Headquartered in NORTH RICHLAND HILLS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
8528 Davis Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth