James Daniel Edward Tucker

Blacktower Financial Management (US) LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Blacktower Financial Management (US) LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

495 clients

Average Client Portfolio

$248K average

Assets Under Management

$122.8M

Fee Structure

Financial Planning:Charged separately

Location

802 West Bay Rd, Suite SW2, Grand Cayman, KY1-1102

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Blacktower Financial Management (US) LLC

October 2022 - Present · 3 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.