Overview
Assets Under Management: $254 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 32
Average Client Assets: $2.1 million
Frequently Asked Questions
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289142), BLACKTOWER FINANCIAL MANAGEMENT (US) LLC is subject to fiduciary duty under federal law.
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC is headquartered in ORLANDO, FL.
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC serves 32 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, BLACKTOWER FINANCIAL MANAGEMENT (US) LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC manages $254 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, BLACKTOWER FINANCIAL MANAGEMENT (US) LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.00%
Average Client Assets: $2.1 million
Total Client Accounts: 480
Discretionary Accounts: 480
Regulatory Filings
CRD Number: 289142
Filing ID: 2082886
Last Filing Date: 2026-03-25 16:33:58