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Building 2BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Map pinORLANDO, FL
Phone1-407-362-7753
NotebookSEC #801-111088
Total AUM
$254.4M
Employees
29
Clients
479

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4700 MILLENIA BOULEVARD
SUTE 175
ORLANDO
FL 32839
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
1-407-362-7753
Other Offices
21

ReceiptFinancials

Total AUM
$254.4M
Accounts
480
Discretionary
$254.4M
Accounts
480
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
447
AUM
$188.2M
HNW Individual Clients
32
AUM
$66.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINLAMAMDMINCNHNJNMNYORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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