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25 FINANCIAL

25, LLC

CRD 317916 · SEC 801-123213

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135 WEST ADAMS AVENUE, SAINT LOUIS, MO, 63122, United States

Phone

314-530-2858

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$545.0M

Discretionary AUM

$492.0M

Team

19 total employees; 8 advisory reps; 25 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees; DUE DILIGENCE

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals255$66.0M
High net worth individuals250$478.5M

States served

AK, AZ, CA, CO, GA, IL, IA, KS, LA, NE, NM, NY, NC, OH, OR, PA, TN, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD