This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2010
- Office Locations
- 1
Office Locations
About BLK Financial Advisors, LLC
BLK Financial Advisors is an advisor-led Glendale, AZ RIA providing disciplined, unbiased financial planning and investment management. The firm acts as a one-on-one financial coach, delivering specific or comprehensive advice and building diversified, low-cost, tax-efficient portfolios aligned to client objectives, risk tolerance, and time horizon, with access to legal and tax partners. Custody includes Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
BRIAN LEE KRAMER
Financial Advisor, General Partner, Managing Member
- CRD
- #5781918
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing