Investment adviser · CRD 153886
BLACKSUMMIT FINANCIAL GROUP, INC.
Investment adviser filing (IA)
· Form ADV filed Nov 9, 2015
- Regulatory AUM
- $40M Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 9, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
CRD 153886
Filing source
Form ADV 955237 · Nov 9, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.