Blackston Financial Advisory is an investment advisor in the Villages with $207.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
460785413
SEC advisor number
801-112486
FINRA CRD number
291380
AUM ?
$252.47 mm
(as of 12 Aug 24)
Accounts
2,040
(as of 12 Aug 24)
Employees
17
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23