MultigenerationaL.Black Inc.
Firm details
- Headquarters
- ,
- CRD number
- 322228
- Registered since
- November 14, 2022
- Custodians
- ALTRUIST FINANCIAL LLC, VANGUARD GROUP, INC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.72%
- HNWI23.28%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
MultigenerationaL.Black Inc. is an independent registered investment adviser formed in 2022 that serves individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model includes a percentage of assets under management plus the option for hourly or fixed-fee engagements, allowing flexibility for smaller or project-based clients. Investment activity centers on equity exposure, with exchange-traded equities identified as the primary allocation preference. The firm is not positioned as an ESG-focused manager and does not operate across multiple states. While MultigenerationaL.Black Inc. does not function as a capital allocator in its own right, it uses third-party managers to access alternative strategies — notably hedge funds — alongside more traditional mutual fund and ETF building blocks.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities51%
- Non-Exchange Traded Equities48%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Leslie Lewis
CEO and CCOCRD 7630146
Contacts
1 of 1
Paul Bryant
FounderCRD 7145382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations