FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

1441 29th Street Ste 310
West Des Moines, Iowa 50266
Tel: 515-223-7487

About FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC, formally registered with the SEC as FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC. The firm was established in 08/07/2020. They have over 2 offices throughout the country.

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $164,488,430 assets under management, offering retirement planning & investment advisory services to 1021 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307987
SEC#	801-119235
Assets Managed by Firm	$164,488,430
No. of Clients	1021
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(REFERRAL FEES FROM OTHER ADVISORS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1021	$164,488,430
Individuals (other than high net worth individuals)	1003	$137,543,045
High net worth individuals	18	$26,945,385

Inquire with FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

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