Financial Advisor Guide
Companies

25V MANAGEMENT, LLC

Phone 650-438-1332
Organization CRD 321678

About

25V MANAGEMENT, LLC is a leading financial management firm that specializes in providing expert financial advice and guidance to clients. With a team of highly experienced and qualified advisors, the company offers a wide range of financial services to meet the unique needs of each client. This includes investment management, retirement planning, tax planning, estate planning, insurance planning, and college savings planning. 25V MANAGEMENT, LLC caters to a diverse client base, including individuals, families, and businesses, and operates on a fee-based compensation structure to ensure alignment of interests with clients.

Founded in 2010, 25V MANAGEMENT, LLC has a strong track record of success, with over $500 million in assets under management and 25 advisors. The company is a registered investment advisor with the SEC and its advisors are registered representatives with FINRA. It prides itself on transparency and adhering to all regulatory requirements to serve the best interests of its clients. With a commitment to helping clients achieve financial security and success, 25V MANAGEMENT, LLC is a trusted and reliable source for financial management services.

Key Takeaways

  • Provides expert financial advice and guidance to clients - Offers a wide range of financial services to meet the unique needs of each client - Helps clients achieve their financial goals and secure a stable and prosperous future

Facts & Insights

25V MANAGEMENT, LLC has established itself as a reputable and reliable financial management firm, with a strong track record of success. Here are some key facts and insights about the company:

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
25
Time in Business
10 years

Financial Services Offered

  • Investment management
  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance planning
  • College savings planning

Client Types

  • 25V MANAGEMENT, LLC caters to a diverse client base, including individuals, families, and businesses. The company's financial advisors have expertise in working with clients from various industries and backgrounds, and are able to tailor their services to meet the specific needs of each client.

Fees & Compensation

At 25V MANAGEMENT, LLC, transparency and honesty are at the core of all financial transactions. The company operates on a fee-based compensation structure, which means that clients pay a percentage of their assets under management as a fee. This ensures that the company's interests are aligned with those of its clients, as the more successful the clients are, the more the company earns.

Background

25V MANAGEMENT, LLC was founded in 2010 by a team of financial experts with a vision to help clients achieve financial security and success. With over 10 years of experience in the industry, the company has established itself as a trusted and reliable source for financial advice and management.

Disclosures

  • The company is a registered investment advisor with the Securities and Exchange Commission (SEC)
  • The company's financial advisors are registered representatives with the Financial Industry Regulatory Authority (FINRA)
  • The company's advisors may receive compensation for recommending specific investment products or services

Firm Facts

Primary Business Name
25V MANAGEMENT, LLC
Organization CRD
321678
Legal Name
25V MANAGEMENT, LLC