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THE BLACKMONT GROUP
THE BLACKMONT GROUP LLC
CRD 332776
1440 N. HARBOR BLVD, SUITE 900, FULLERTON, CA, 92835, United States
Phone
714-987-2453
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.9M
Discretionary AUM
$8.9M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $5.9M |
| High net worth individuals | 2 | $3.0M |
| Corporations/business entities | 1 | $12K |
All web addresses on file
Official SEC filing: View on IAPD