Clocktower Private Wealth

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Simpsonville, South Carolina
CRD number
343115
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Clocktower Private Wealth is an LLC that provides financial planning and discretionary portfolio management geared toward individuals and small businesses. The firm charges clients on an assets-under-management basis and also offers fixed-fee engagements. Ownership is held by an individual, and the company is organized to serve a relatively narrow client focus rather than operating as a capital allocator or pension consultant. Clocktower Private Wealth is registered at the state level in South Carolina and is not positioned as an active ESG investor or a multistate adviser. Its industry affiliations include a law firm relationship, suggesting access to legal or estate-planning expertise alongside its advisory services. The adviser is not identified as a related adviser to another firm.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jordan Roberts

    Jordan Roberts

    Financial Advisor and OwnerCRD 6531315

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Simpsonville, SC

Greenville

Location

Simpsonville, SC

Headquartered in Simpsonville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
312 S Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth