Blacktower Financial Management US LLC

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Assets, Funds, Holdings

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Blacktower Financial Management US LLC
CRD #289142
SEC #801-111088
CIK #
AUM $183.2 MM (2024-03-29)
Employees 26 (81% Investors, 0% Brokers)
Phone407-362-7753
Address4700 Millenia Boulevard
Orlando, FL 32839
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
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
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
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