Blackwood Investment Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 139859
- Website
- www.blackwoodinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.95%
- Individuals38.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Blackwood Investment Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and other institutions. Its advisory menu includes pension consulting services. Fee arrangements reported include percentage-of-AUM, hourly, and fixed-fee engagements. The firm identifies as an active ESG investor and does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Shaun Knoch
Founder and Managing MemberCRD 4227340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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