25 Financial - Investment Advisers

About 25 Financial

25, LLC, doing business as 25 Financial, is an investment adviser headquartered in Saint Louis, Missouri. The firm reports $545 million in regulatory assets under management and employs 19 people. It focuses on private wealth management for physicians, business owners, entrepreneurs, and other high-net-worth accredited investors. The firm describes a range of services, including financial planning, investment advice, asset allocation, portfolio management, trust and brokerage services, tax planning, estate planning, insurance review, debt management, and employee benefits analysis. Its advisers state that they act as fiduciaries and review client plans regularly as circumstances change. The firm also offers access to alternative investments, such as real estate syndications and private practice investments. 25 Financial is one of the investment advisers in Missouri and is also listed in the directory of US investment advisers. --- Note: The brief called for 3 to 5 links, but only two link slots were provided, so the text includes both.

Key Facts

Assets Under Management

$545M

Employees

19

SEC File Number

801-123213