Overview
Assets Under Management: $210 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 37
Average Client Assets: $2 million
Frequently Asked Questions
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307987), FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is subject to fiduciary duty under federal law.
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is headquartered in WEST DES MOINES, IA.
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC serves 37 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC manages $210 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,056
Discretionary Accounts: 1,056
Regulatory Filings
CRD Number: 307987
Filing ID: 1952733
Last Filing Date: 2025-03-07 10:35:00
Website: https://5talentsfinancial.com