BLK Financial Advisors, LLC
RIAState Registered
Total AUM
$5.4M
Discretionary
$5.4M
100% of AUM
Avg account
$2.7M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154531
- Website
- www.blkfinancial.com
- Custodians
- TD AMERITRADE, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blk Financial Advisors, LLC operates as an independent registered investment advisor (RIA) focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and caters primarily to individual and family clients. Their fee structure includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm does not engage in capital allocation and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities20%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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