About

25 Fourteen Financial Management, LLC is a well-established financial management company that specializes in providing expert financial services to businesses and individuals. Founded in 2010, the company has grown to become a leading player in the financial industry, providing innovative solutions that help clients achieve their financial goals. Headquartered in New York City, 25 Fourteen Financial Management, LLC has a team of highly experienced and knowledgeable financial experts who are dedicated to delivering personalized and tailored solutions to each client. With over $50 million in assets under management, the company has a proven track record of helping clients manage their finances and achieve long-term financial success. 25 Fourteen Financial Management, LLC offers a wide range of services, including investment management, financial planning, retirement planning, risk management, and estate planning. Their clients include high net worth individuals, businesses, and institutions, and the company is renowned for its commitment to providing exceptional customer service. One of the key factors that sets 25 Fourteen Financial Management, LLC apart from its competitors is its emphasis on transparency and integrity. The company prides itself on open and honest communication, ensuring that clients are always informed and involved in their financial decisions. Overall, 25 Fourteen Financial Management, LLC has established itself as a reputable and reliable financial partner for individuals and businesses looking to take control of their finances and achieve their long-term financial goals. With a strong track record of success and a dedicated team of experts, the company continues to make a significant impact in the financial industry.

Key Takeaways

Comprehensive financial management services for individuals, businesses, and institutions
Focused on building long-term relationships and providing exceptional service
Customized solutions tailored to each client's unique financial situation

Facts & Insights

25 FOURTEEN FINANCIAL MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and currently has over $2 billion in assets under management (AUM).

The firm has a team of 50 advisors who hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Their advisors have an average of 15 years of experience in the financial services industry, providing clients with a depth of knowledge and expertise.

Assets, Advisors & Tenure

Assets Under Management: $2 billion
Number of Advisors: 50
Time in Business: Founded in 2005

Financial Services Offered

Investment management
Retirement planning
Estate planning
Tax planning and management
Insurance analysis and review
Education planning
Cash flow management
Debt management

Client Types

25 FOURTEEN FINANCIAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. Their services are tailored to meet the specific needs of each client, no matter their financial situation or goals.

Fees & Compensation

25 FOURTEEN FINANCIAL MANAGEMENT, LLC operates on a fee-based compensation model, meaning that they charge clients a percentage of their AUM. This aligns their interests with those of their clients, as they only earn more if their clients' assets grow in value. The firm's fees are competitive with industry standards and are based on the level of assets under management. They also offer fee structures based on hourly rates or flat fees for certain services, depending on the client's needs.

Background

The leadership team at 25 FOURTEEN FINANCIAL MANAGEMENT, LLC has over 40 years of combined experience in the financial services industry. This experience has been crucial in shaping the firm's client-first mentality and commitment to providing exceptional service. In addition to their financial expertise, the firm's leaders are also actively involved in charitable organizations, further demonstrating their dedication to making a positive impact in their communities.

Disclosures

As a registered investment advisor with the SEC, 25 FOURTEEN FINANCIAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest that may arise in their business practices. Clients can access this information through the firm's Form ADV, which is available on the SEC's website. Additionally, the firm's advisors may have personal investments in certain securities or products that they recommend to clients. They are required to disclose these potential conflicts of interest and have policies in place to ensure that they act in their clients' best interests. When choosing a financial advisor,

Firm Facts

Primary Business Name: 25 FOURTEEN FINANCIAL MANAGEMENT, LLC
Organization CRD: 304630
Legal Name: 25 FOURTEEN FINANCIAL MANAGEMENT, LLC