BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

RIASEC RegisteredEst. 2017
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$530K
Accounts
480
Employees
29
Advisory reps
28

Firm details

Headquarters
ORLANDO, Florida
CRD number
289142
Registered since
September 5, 2017
Custodians
RL360, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals74%
  • HNWI26%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Blacktower Financial Management (US) LLC operates as an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2017. The firm serves individual and family clients and bills primarily as a percentage of assets under management with an option for fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Ownership is reported as a combination of a foreign entity and an individual, and the firm is not identified as an active ESG investor. Industry affiliations listed include roles as an investment adviser, an insurance company relationship, and involvement as a sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations point to a mix of advisory and sponsor-level activities beyond pure portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 26%, Cash & Cash Equivalents 5%, US Government Bonds 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Owners & executives

1 of 1
  • DiNitia Cazy

    Chief Compliance OfficerCRD 3152894

Contacts

3 of 27
  • Mark Hollingsworth

    International Financial AdvisorCRD 7805841

  • Lewis Ringham

    Investment AdvisorCRD 6655032

  • Zachary Evans

    Investment AdvisorCRD 6602631

Unlock 24 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
4700 Millenia Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth