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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-28-2015
- Office Locations
- 1
Office Locations
About Twenty Fifty Capital
Twenty Fifty Capital is a fee-only fiduciary RIA providing comprehensive financial and investment planning for individuals, families, and business owners navigating life transitions. Services include portfolio/asset-allocation design, retirement cash-flow forecasting, estate document coordination, and education planning. Portfolios are ETF-centric and custodied at Schwab. Firm has been featured in WSJ, NYT, Bloomberg, CNBC, and Fast Company.
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Owner & Executives
COLIN MURPHY MOYNAHAN
Financial Advisor, General Partner, President
- CRD
- #6238318
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,176,285 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,176,285 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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