Two Firs Financial
Firm details
- Headquarters
- ,
- CRD number
- 298206
- Website
- twofirsfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.04%
- Individuals23.81%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Two Firs Financial is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. Two Firs Financial does not describe itself as an ESG-focused adviser, is not positioned as a capital allocator, and does not list pension consulting or related-adviser activity.
Assets & Accounts
Investments & Alternatives
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 Funds90%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Celeste Yu
MemberCRD 6405886
Kristopher Kohtz
FounderCRD 6004271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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