$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About Twelve TWO Capital LLC
Twelve Two Capital (Brooklyn, NY) provides fiduciary financial planning and investment management, meeting in person across the NYC metro and virtually nationwide. The firm focuses on young families, single parents, and first-generation young professionals, helping clients get organized and make progress on key financial decisions with an empathetic, non-judgmental approach. Custody is through Altruist.
Team overview
41 AVG AGE
$6.4M AVG AUM / ADVISOR
$246.9K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
ZHI LI
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #6169482
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,420,085 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,420,085 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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