BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 289142
- Registered since
- September 5, 2017
- Website
- www.blacktowerus.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities26%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1DiNitia Cazy
Chief Compliance OfficerCRD 3152894
Contacts
3 of 27Mark Hollingsworth
International Financial AdvisorCRD 7805841
Lewis Ringham
Investment AdvisorCRD 6655032
Zachary Evans
Investment AdvisorCRD 6602631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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