T
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-27-2024
- Office Locations
- 1
Office Locations
1440 N. Harbor Blvd Suite 900 Fullerton CA
About THE Blackmont Group
THE Blackmont Group is a Fullerton-based RIA. The firm has been operating for 1 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$297.4K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Anthony Mark Montenegro
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4161085
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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G
GABRIELA RUBIO
--
- CRD
- #4920034
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,921,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,921,114 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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