Darkhorse Advisor
Firm details
- Headquarters
- ,
- CRD number
- 309558
- Website
- www.darkhorseadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.12%
- Individuals11.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Darkhorse Advisor is a privately owned limited liability company operating as an independent registered investment adviser. The firm serves individuals and families and charges fees based on a percentage of assets under management. Its stated advisory work focuses on financial planning and portfolio management for individuals and small businesses. Darkhorse is not identified as an active ESG investor, multi-state adviser, pension consultant, or capital allocator; it does not appear to be part of a related-adviser structure.
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
- Exchange Traded Equities52%
- US Government Bonds40%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Alan Flores
Principal & OwnerCRD 2372912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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