Dinitia Yvonne Cazy

Blacktower Financial Management (US) LLC

22 Years of Experience

1 Disclosure

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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

Indianapolis, IN

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History

Regulatory History (1)

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Financial

March 2024

Final

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Other Business Activities

Dinitia works as the Chief Compliance Officer and IAR for Blacktower Financial Management US LLC, an SEC Registered Investment Adviser, since August 2024. This takes about half of her time, with about a quarter of her time spent during market hours, and involves administering the firm's compliance program.