Member · Black Swift Group, LLC
Linda J. Casals
CRD 2402171 · Named on Form ADV at one SEC-registered adviser
At a glance
Black Swift Group, LLC, an SEC-registered wealth manager based in Boulder, CO with $694 million in regulatory assets, lists Linda J. Casals on its Form ADV as Member, a control person.
Firms and roles
- Black Swift Group, LLCMemberWealth manager · Boulder, CO · $694M in regulatory assets
AtlasMembers
Linda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory J. CasalsManaging Member, CIO, Black Swift Group, LLC
- Eric A. BrodyChief Compliance Officer, Chief Operating Officer, Black Swift Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Linda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.