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| Black Coral Financial Advisors LLC
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| |
|---|---|
| CRD # | 154623 |
| SEC # | 801-73107 |
| CIK # | |
| AUM | $809.9 MM (2024-01-10) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 973-352-8600 |
| Address | 500 International Drive Mount Olive, NJ 07828 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 269 | 809.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,096 | 809.9 |
| By Discretionary | ||
| Discretionary | 796 | 604.5 |
| Non-Discretionary | 1,300 | 205.4 |
| Total | 2,096 | 809.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.9 | |
| Total | 2,096 | 809.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.8 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.8 |
|
Reagan Companies Asset Management Inc
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|
NY | 0.8 |
|
The Joseph Group LLC
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|
OH | 0.8 |
|
Kelly Financial Group LLC
✚
|
CT | 0.8 |
|
Realta Investment Advisors Inc
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|
DE | 0.8 |
|
Financial Advisors Network Inc
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|
CA | 0.8 |
|
One Day in July LLC
✚
|
VT | 0.8 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.8 |
|
Modern Portfolio Management Inc
✚
|
OH | 0.8 |