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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