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Blacktower Financial Management US LLC
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CRD # | 289142 |
SEC # | 801-111088 |
CIK # | |
AUM | $183.2 MM (2024-03-29) |
Employees | 26 (81% Investors, 0% Brokers) |
Phone | 407-362-7753 |
Address | 4700 Millenia Boulevard Orlando, FL 32839 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 208 | 98.0 |
(b) Individuals (high net worth individuals) | 9 | 15.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 222 | 113.1 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 222 | 113.1 |
Total | 222 | 113.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 113.1 | |
Total | 222 | 113.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Trustwell Financial Advisors LLC
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|
FL | 0.2 |
Hoffman Alan Nathan
✚
|
MA | 0.2 |
New River Financial Group LLC
✚
|
VA | 0.2 |
Strategic Planning Group Inc
✚
|
MA | 0.2 |
Lynch Asset Management Inc
✚
|
PA | 0.2 |
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
Bennington Financial Planning Group
✚
|
VT | 0.2 |
Alder Financial Group Inc
✚
|
GA | 0.2 |
Stegent Equity Advisors Inc
✚
|
TX | 0.2 |
Variant Private Wealth LLC
✚
|
VA | 0.2 |