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 $210,441,524 assets under management, offering retirement planning & investment advisory services to 1056 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	$210,441,524
No. of Clients	1056
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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (QUALLIFIED PLAN ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	1056	$210,441,524
Individuals (other than high net worth individuals)	1016	$152,894,288
High net worth individuals	37	$56,951,985
Charitable organizations	Fewer than 5 clients	$83,080
Corporations or other businesses	Fewer than 5 clients	$512,171

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