$67.6M Total AUM
$67.6M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-1995
- Office Locations
- 1
Office Locations
5071 SE Burning Tree CIR Stuart FL
About Twenty-First Century Financial Advisors INC
Twenty-First Century Financial Advisors INC is a Stuart-based RIA. The firm has been operating for 31 years. Managing $67.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$67.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
31.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CRAIG STANLEY LAPPEN
Chief Compliance Officer, President
- CRD
- #1726355
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,588,119 | $467,021 |
| Non-Discretionary | $0 | -- |
| Total | $67,588,119 | $467,021 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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