Clocktower Private Wealth
Firm details
- Headquarters
- Simpsonville, South Carolina
- CRD number
- 343115
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
Jehm Wealth & Retirement, LLC
RIASimpsonville, SC
CCM Investment Advisers, LLC
RIAColumbia, SC
Primetrust Advisors LLC
RIAGreenville, SC
Hobbs Group Advisors LLC
RIAColumbia, SC
Victoria Capital Management, Inc.
RIACharleston, SC
Mcgehee Wealth Advisory Group, Inc.
RIAIndian Land, SC