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Home > Retirement Planners > florida > orlando > BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
4700 Millenia Boulevard
Sute 175
Orlando, Florida 32839
Tel: 1-407-362-7753
About BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC, formally registered with the SEC as BLACKTOWER FINANCIAL MANAGEMENT (US) LLC. The firm was established in 09/05/2017. They have over 29 offices throughout the country.
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC is a Orlando, Florida based Financial Planning firm with nearly $183,238,000 assets under management, offering retirement planning & investment advisory services to 317 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289142 |
| SEC# | 801-111088 |
| Assets Managed by Firm | $183,238,000 |
| No. of Clients | 317 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 317 | $183,238,000 |
| Individuals (other than high net worth individuals) | 263 | $119,443,000 |
| High net worth individuals | 30 | $60,690,000 |
| Corporations or other businesses | Fewer than 5 clients | $3,105,000 |
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