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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2020
- Office Locations
- 1
Office Locations
About Darkhorse Advisor
Darkhorse Advisor Management Services is an independent fiduciary advisor providing portfolio management and financial planning for retail clients. The firm uses a proprietary blend of fundamental and technical analysis to manage market risk and pursue quality/value opportunities, often implementing exposure via ETFs and U.S. government/agency fixed income. It has no product affiliations and receives no commissions, with transparent fee arrangements. Custody is primarily at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
ALAN ALFREDO FLORES
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2372912
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,417,326 | -- |
| Non-Discretionary | $448,454 | -- |
| Total | $38,865,780 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,865,780
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,418,219,368 | 31.4% |
| U.S. Government/Agency | $763,309,150 | 16.9% |
| Public Funds | $1,562,751,278 | 34.6% |
| Cash | $772,342,395 | 17.1% |
| Total | $4,516,622,191 | 100.0% |