21ST FINANCIAL

Overview

21st Financial is a small, owner-operated limited liability company that provides portfolio management to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and does not identify as a capital allocator or pension consultant. Its advisory activity is focused on discretionary portfolio management (the firm reports a majority of assets as discretionary) and it does not identify as an active ESG investor or a multi-state adviser in the available filings. The firm is classified as "Unclassified" in the snapshot information and the SEC registration year is not listed in the provided data. Ownership is listed as an individual rather than an institutional owner or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices