MultigenerationaL.Black Inc.

RIASEC RegisteredEst. 2022
Total AUM
$349K
Discretionary
$349K
100% of AUM
Avg account
$24.9K
Accounts
14
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
322228
Registered since
November 14, 2022
Custodians
ALTRUIST FINANCIAL LLC, VANGUARD GROUP, INC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals76.72%
  • HNWI23.28%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MultigenerationaL.Black Inc. is an independent registered investment adviser formed in 2022 that serves individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model includes a percentage of assets under management plus the option for hourly or fixed-fee engagements, allowing flexibility for smaller or project-based clients. Investment activity centers on equity exposure, with exchange-traded equities identified as the primary allocation preference. The firm is not positioned as an ESG-focused manager and does not operate across multiple states. While MultigenerationaL.Black Inc. does not function as a capital allocator in its own right, it uses third-party managers to access alternative strategies — notably hedge funds — alongside more traditional mutual fund and ETF building blocks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Non-Exchange Traded Equities 48%, Cash & Cash Equivalents 1%51%
  • Exchange Traded Equities51%
  • Non-Exchange Traded Equities48%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Leslie Lewis

    Leslie Lewis

    CEO and CCOCRD 7630146

Contacts

1 of 1
  • Paul Bryant

    Paul Bryant

    FounderCRD 7145382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth