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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 3 offices throughout the country.
25 FINANCIAL is a Saint Louis, Missouri based Financial Planning firm with nearly $415,000,000 assets under management, offering retirement planning & investment advisory services to 2700 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317916 |
| SEC# | 801-123213 |
| Assets Managed by Firm | $415,000,000 |
| No. of Clients | 2700 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2700 | $415,000,000 |
| Individuals (other than high net worth individuals) | 280 | $75,000,000 |
| High net worth individuals | 200 | $340,000,000 |
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