Justin
Montreuil

Black Swift Group, LLC

CRD#7045288
Investment Advisor
in Boulder, CO

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About this Advisor

Justin Montreuil is a financial advisor based in Boulder, Colorado, working with Black Swift Group, LLC. Justin has previously held positions at Ahrens Investment Partners, LLC, Baton Rouge Orthopaedic Clinic, Law Enforcement Online/FBI, Waitr Driver, Louisiana State University, Uber, Newedge Advisors, LLC, and Black Swift Group, LLC. Justin has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Justin is part of Black Swift Group, LLC, which operates out of Boulder, Colorado. The firm has 12 employees and manages assets totaling $467.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Black Swift Group, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2700 Canyon Blvd Suite 215
Boulder, CO 80302

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Black Swift Group, LLC Brokerage Details

Total Assets Under Management

$467,575,192

CO Average: $2,349,664,866
Total Number of Employees

12

CO Average: 28
Total Number of Accounts

338

CO Average: 1,101
Average Account Size

$1,383,359

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Justin Montreuil Work History

2023 - Present (1 year)

Black Swift Group, LLC

2023 - 2023 (< 1 year)

Newedge Advisors, LLC

2018 - 2023 (5 years)

Ahrens Investment Partners, LLC

2017 - 2018 (1 year)

Waitr Driver

2016 - 2018 (2 years)

Uber

2014 - 2018 (4 years)

Baton Rouge Orthopaedic Clinic

2012 - 2016 (4 years)

Law Enforcement Online/Fbi

2011 - 2016 (5 years)

Louisiana State University

Disclosures

Please visit the SEC profile of Justin Montreuil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Black Swift Group, LLC

Donald Byrne
Boulder, CO
Timothy Shasserre
Boulder, CO
Linda Casals
Boulder, CO
James Becker
Boulder, CO
Justin Montreuil
Boulder, CO
Tyler Hamilton
Missoula, MT
Gregory Casals
Boulder, CO
Richard Anderson
Boulder, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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