T
$515.3M Total AUM
$0 Disc. AUM
1.0% 3Y CAGR
1 Employees
55 ADV. Clients
14 yrs Firm Age
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- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-2011
- Office Locations
- 1
Office Locations
-- Scarsdale NY
About Twenty-First Tailored Solutions, Inc.
Twenty-First Tailored Solutions, Inc. is a Scarsdale-based RIA. The firm has been operating for 14 years. Managing $515.3M in total assets under management, with 1 advisory representatives. They custody assets with UBS.
Team overview
-- AVG AGE
$515.3M AVG AUM / ADVISOR
$9.4M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
RICHARD KEVIN AINSBERG
Chief Compliance Officer
- CRD
- #1422932
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $515,261,234 | $9,368,386 |
| Total | $515,261,234 | $9,368,386 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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