Twenty-First Tailored Solutions, Inc.

RIASEC RegisteredEst. 2011
Total AUM
$515M
Discretionary
$0
0% of AUM
Avg account
$9.4M
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
158381
Registered since
August 5, 2011
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Fixed Fees
Client types
  • HNWI49.27%
  • Corporations / Businesses27%
  • Other23.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Twenty-First Tailored Solutions, Inc. is a SEC-registered corporate adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fixed-fee advisory model and serves both individual/family and institutional clients. Its reported investment preference is equities, with client portfolios held entirely in exchange-traded instruments. The firm is not listed as an active ESG investor, and its operations are reported as non-discretionary across the book it manages. The adviser’s structure and asset mix suggest a boutique practice that delivers customized, account-level solutions rather than pooled, discretionary funds. With a relatively small client base and large average account sizes, Twenty-First Tailored Solutions appears to work with high-net-worth households and compact institutional relationships where bespoke equity exposures and client-directed decisions are emphasized.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Richard Ainsberg

    Richard Ainsberg

    CFO and Managing DirectorCRD 1422932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth