$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-1993
- Office Locations
- 1
Office Locations
9420 Bonita Beach RD #201 Bonita Springs FL
About Twenty First Investors
Twenty First Investors is a Elkton-based RIA. The firm has been operating for 32 years. Managing $17.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$850.0K AVG AUM / CLIENT
32.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEITH WILLIAM MOORED JR
INVESTMENT MANAGER, Vice President
- CRD
- #2467610
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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