Two Three Five

RIAState Registered

Total AUM

$29.3M

Discretionary

$29.3M

100% of AUM

Avg account

$200K

Accounts

146

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 329833
Registered since: February 20, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.5%
Individuals33.42%
Corporations / Businesses2.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Two Three Five is an independent RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients and institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Its fees include a percentage-of-AUM schedule and fixed fees. Two Three Five does not identify as an active ESG investor and is not described as a capital allocator in the source material.