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TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC

CRD 125690 · SEC 801-69032

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$67.6M

Discretionary AUM

$67.6M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-01

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals33$31.7M
High net worth individuals5$35.9M

Official SEC filing: View on IAPD