Thirteen Twenty-Two Advisors

Overview

Thirteen Twenty-Two Advisors LLC is an independent, owner-operated registered investment adviser that describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory menu centers on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; the firm also reports fee arrangements that include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm’s filings indicate it is not an active ESG investor and is not set up as a multi-state adviser. Industry affiliations listed in the profile include relationships with an accountant and an insurance company. The firm identifies itself as an allocator to external managers, which suggests it sources third-party specialists for portions of client portfolios rather than relying solely on in-house proprietary strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices