How does the advisor help clients – Key Takeaways:
BLACK MAMMOTH LLC is a leading financial advisory firm, providing expert guidance and support to clients in a variety of financial matters. With their extensive knowledge and experience, the advisors at BLACK MAMMOTH LLC assist clients in achieving their financial goals and securing their financial future.
Facts and Insights:
Founded in 2005, BLACK MAMMOTH LLC has over 15 years of experience in the financial services industry. The firm is headquartered in New York City and has established a strong reputation for their financial expertise and exceptional client service.
BLACK MAMMOTH LLC currently has over $2 billion in assets under management and a team of 20 expert advisors. The firm offers a wide range of financial services, including investment management, financial planning, and retirement planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 20 |
Financial Services Offered:
BLACK MAMMOTH LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. Their services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types:
BLACK MAMMOTH LLC caters to a wide range of clients, including individuals, families, small business owners, and corporations. They provide personalized financial solutions tailored to the specific needs and goals of each client.
Fees & Compensation:
At BLACK MAMMOTH LLC, the advisor fees are typically based on a percentage of assets under management. The firm also offers a fee-based financial planning service, where clients pay a one-time or ongoing fee for comprehensive financial planning advice. The exact fee structure is discussed and agreed upon with each client before the commencement of services.
Background:
The advisors at BLACK MAMMOTH LLC have a strong academic background and extensive experience in the financial industry. They hold various certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know:
According to their most recent SEC filings, BLACK MAMMOTH LLC does not have any disclosures or legal events that may affect their ability to serve their clients. The firm has a clean track record with no regulatory actions, criminal offenses, or civil judicial actions against them or their advisors.