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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Black Coral Financial Advisors LLC
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|---|---|
| CRD # | 154623 |
| SEC # | 801-73107 |
| CIK # | |
| AUM | $936.0 M (2025-05-12) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 973-352-8600 |
| Address | 500 International Drive Mount Olive, NJ 07828 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 248 | 936.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,956 | 936.0 |
| By Discretionary | ||
| Discretionary | 828 | 673.4 |
| Non-Discretionary | 1,128 | 262.6 |
| Total | 1,956 | 936.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 936.0 | |
| Total | 1,956 | 936.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Manchester Financial Inc
✚
|
CA | 0.9 |
|
Galloway Asset Management LLC
✚
|
AZ | 0.9 |
|
Oak Harvest Investment Services LLC
✚
|
TX | 0.9 |
|
Cooper/Haims Advisors LLC
✚
|
NY | 0.9 |
|
One Charles Private Wealth Services LLC
✚
|
MA | 0.9 |
|
KFG Wealth Management LLC
✚
|
IN | 0.9 |
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |
|
Insight Wealth Strategies LLC
✚
|
CA | 0.9 |
|
The Financial Consulate Inc
✚
|
MD | 0.9 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |