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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