Twenty First Tailored Solutions, Inc. is a large advisory firm based in New York. It manages $566.99 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, New Hampshire, and 3 other states.
Twenty First Tailored Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Twenty First Tailored Solutions, Inc. is $566.99 million. The firm's AUM has grown by 385% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Twenty First Tailored Solutions, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and corporations or other businesses. The largest group of clients of Robert Neil Gordon is corporations or other businesses with 6 clients and $283.97 million of assets under management. Among the 10 most similar advisory firms, Twenty First Tailored Solutions has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $460.25 million for 31 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Twenty First Tailored Solutions doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Neil Gordon has been acting as President since 1 Jun 2011. Richard Kevin Ainsberg joined the executive team most recently as the Chief Compliance Officer.
The principal office where Twenty First Tailored Solutions, Inc. performs its advisory services is located at 780 Third Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-418-6000 or by fax 212-418-6038. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday.