Twentythree Advisory - Investment Advisers

About Twentythree Advisory

TwentyThree Advisory LLC is a registered investment adviser headquartered in New York, New York, and is listed among investment advisers in New York. The registry reports $41.1 million in regulatory assets under management and one employee. The firm was founded and is led by Truman Hobbs, who serves as chief executive. The firm provides investment management for individuals, families, institutions and businesses. Its services include investment strategy, asset selection and allocation, risk management, and regular portfolio monitoring, as well as financial planning, estate and gift planning, trust services, retirement plan design, philanthropic advisory, and tax and estate coordination. It is one of the investment advisers in this directory. Before founding the firm, Hobbs was a senior research analyst at Overbrook Management Corporation, where he handled investment research and portfolio management. He also wrote investment research at Boyar Value Group and served as vice president of equity research at Sterne Agee CRT, covering the exploration and production sector. He holds bachelor's degrees in finance and Spanish from the University of Georgia and a master's in accounting from NYU Stern School of Business, and he is a CFA charterholder.

Key Facts

Assets Under Management

$41.1M

Employees

1

SEC File Number

801-132275