West Tower Group, LLC

RIASEC Registered
Total AUM
$146M
Discretionary
$146M
100% of AUM
Avg account
$36.6M
Accounts
4
Employees
8
Advisory reps
4

Firm details

Headquarters
Richmond, Virginia
CRD number
323520
Registered since
November 17, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

West Tower Group, LLC is a limited liability company organized as a hedge fund manager that is SEC registered (registration effective 2022). The firm serves institutional clients and reports an owner structure categorized as individual ownership. Its stated business activities include acting as a CPO/CTA and as sponsor or general partner for pooled investment vehicles; advisory services emphasize portfolio management for pooled vehicles and the selection of other advisers. Compensation is a combination of a percentage of assets under management and performance‑based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • Roland Vetter

    Roland Vetter

    Partner, Chief Financial Officer, Chief Compliance OfficerCRD 7646424

Contacts

3 of 3
  • Charles Honey

    Charles Honey

    Managing PartnerCRD 2265641

  • Gerard Polizzi

    Gerard Polizzi

    Managing DirectorCRD 2451356

  • Moemoe Chaee

    CRD 8241538

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$1.2M in ETFs

Passive

100%

$1.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES TRUST VIX SHORT-TERM FUTURES (VIXY)ProSharesPassiveTrading Miscellaneous$847K50,00068.00%

Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
1021 E Cary St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth