Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

101 Hudson Street, 21st Floor, Jersey City, NJ, 07302

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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.

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Other Business Activities

Claire has been the company secretary of E-Innovation UK Limited, an oil & gas fabrication business, since 2015. Her duties include bookkeeping and submitting annual accounts, taking minimal time.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
October 2025 - Present · 4 mos
Previous Registrations
Hoxton Wealth USA LLC
May 2025 - October 2025 · 5 mos
Forth Capital (USA), LLC
October 2024 - April 2025 · 6 mos
Blacktower Financial Management (US) LLC
August 2024 - August 2024 · 0 mos
Amerity Wealth Management, LLC
August 2023 - July 2024 · 11 mos
Forth Capital (USA), LLC
March 2023 - December 2023 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.