25 Financial
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 317916
- Registered since
- February 11, 2022
- Website
- 25financial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI87.8%
- Individuals12.11%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
25 Financial is an independent registered investment adviser operating as a limited liability company. The firm is SEC-registered (2022) and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its business activities include acting as a registered representative of a broker-dealer and providing insurance brokerage. Fee arrangements reported include percentage-of-AUM, fixed fees, performance-based fees and other fee structures. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Non-Exchange Traded Equities26%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$321M in ETFs
84%
$271M
16%
$50M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $60.9M | 716,258 | 18.97% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 135 W Adams Ave
- Time zone
- CT (UTC-6)
- Office locations
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