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25 FINANCIAL
135 West Adams Avenue
Saint Louis, Missouri 63122
Tel: 314-530-2858
About 25 FINANCIAL
25 FINANCIAL, formally registered with the SEC as 25 FINANCIAL. The firm was established in 02/11/2022. They have over 2 offices throughout the country.
25 FINANCIAL is a Saint Louis, Missouri based Financial Planning firm with nearly $304,689,377 assets under management, offering retirement planning & investment advisory services to 2342 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 317916 |
| SEC# | 801-123213 |
| Assets Managed by Firm | $304,689,377 |
| No. of Clients | 2342 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2342 | $304,689,377 |
| Individuals (other than high net worth individuals) | 301 | $99,327,520 |
| High net worth individuals | 119 | $205,361,857 |
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