Black Card Circle

  • Financial Services
  • Los Angeles CA
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
6101 Owensmouth Ave, Los Angeles CA
Website
blackcardcircle.com
Employees
4
Founded in
2005
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Black Card Circle

Black Card Circle is a Registered Investment Advisor (RIA) firm based in Los Angeles, California. The company is a separate entity from the Black Card Circle brand and is registered with the State of California. Operating as an independent firm with 5 to 9 employees, Black Card Circle generates revenue of approximately $2.5 million. Black Card Circle provides financial advisory services to clients. The firm prides itself on its commitment to client interests, adhering to Certified Financial Planner (CFP®) Board guidelines as fully independent advisors. Their approach focuses on building long-lasting relationships with clients by leveraging the collective experience and expertise of their team. Black Card Circle prioritizes professional excellence and operates with the highest ethical standards. The firm's assets are custodied through Charles Schwab & Company. For more information about Black Card Circle's services, please visit http://BlackCardCircleRIA.com.

Black Card Circle Industry Tags

Financial Planning
Investments
Networking
Retirement Planning
Risk Management
Tax Minimization Strategies
Philanthropy
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FAQ

What is the location of Black Card Circle's headquarters?
The headquarters of Black Card Circle are situated at 6101 Owensmouth Ave, Los Angeles CA
What is Black Card Circle's official website?
The official website of Black Card Circle can be found at blackcardcircle.com.
What is Black Card Circle's current revenue?
As of February 2019, Black Card Circle's annual revenue reached $3B.
How many employees does Black Card Circle currently have?
Black Card Circle employs approximately 4+ people as of February 2019
Which industries is Black Card Circle primarily operating in?
Black Card Circle operates in the following industries: Finance, Credit
What are Black Card Circle's industry tags?
Black Card Circle's industry tags include: Financial Planning, Investments, Networking
When was Black Card Circle founded?
Black Card Circle was founded in 2005.

Employee Directory

Key Employees

Kevin Holmes

Financial Advisor

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