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TWENTY-FIRST TAILORED SOLUTIONS, INC.

CRD 158381 · SEC 801-72603

Corporate platformCorporation

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

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$515.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Fixed fees

Org form

Corporation

Filing date

2026-01-30

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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  • Better Business Bureau →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals21$253.9M
Corporations/business entities7$139.1M

States served

CA, NY, NC, TX, NH, FL

Official SEC filing: View on IAPD