Overview
Assets Under Management: $450 million
High-Net-Worth Clients: 22
Average Client Assets: $9 million
Frequently Asked Questions
TWENTY-FIRST TAILORED SOLUTIONS, INC. 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 #158381), TWENTY-FIRST TAILORED SOLUTIONS, INC. is subject to fiduciary duty under federal law.
TWENTY-FIRST TAILORED SOLUTIONS, INC. serves 22 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, TWENTY-FIRST TAILORED SOLUTIONS, INC. offers portfolio management for individuals. View all service details ↓
TWENTY-FIRST TAILORED SOLUTIONS, INC. manages $450 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, TWENTY-FIRST TAILORED SOLUTIONS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.35
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 56
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 158381
Last Filing Date: 2025-01-16 00:00:00
Website: https://twenty-first.com