CRD: 289142
Blacktower Financial Management (US) LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Vector crestPrime element +more
- Established Date
- 09-05-2017
- Office Locations
- 21
Office Locations
About Blacktower Financial Management (US) LLC
Blacktower Financial Management (US) provides independent wealth management, retirement planning and holistic financial planning for UK and US nationals living overseas, as well as local clients. The firm supports regular savings, investments and pension transfers across borders, building portfolios that commonly use ETFs and mutual funds. A key differentiator for distribution teams is its network of independent advisors across 13+ countries, with custody relationships including Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DiNitia Yvonne Cazy
Chief Compliance Officer
- CRD
- #3152894
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Jake Benjamin Barber
Financial Advisor, General Partner
- CRD
- #7101069
Robert Barfield
--
- CRD
- #8150980
Frontier quantum
Alpha harbor prime
- CRD
- #89549
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,389,418 | $529,978 |
| Non-Discretionary | $0 | -- |
| Total | $254,389,418 | $529,978 |
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Separately Managed Accounts
Total SMA Asset: $254,389,418
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,409,521,388 | 21.9% |
| Equity - Exchange | $611,436,219 | 9.5% |
| Cash | $1,847,180,998 | 28.7% |
| U.S. Government/Agency | $2,568,032,118 | 39.9% |
| Total | $6,436,170,723 | 100.0% |