$41.1M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2024
- Office Locations
- 1
Office Locations
142 West 57th Street 11th Floor NEW York NY
About Twentythree Advisory
TwentyThree Advisory LLC is a New York-based RIA providing disciplined portfolio management and comprehensive wealth management for individuals, families, businesses, and institutions, including retirement plan advisory and family office support. Portfolios are tailored to client parameters with an emphasis on asset allocation and risk management; public filings show ETF-heavy SMAs, with custody through Charles Schwab & Co.
Team overview
-- AVG AGE
$41.1M AVG AUM / ADVISOR
$10.3M AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TRUMAN McGill HOBBS III
Chief Compliance Officer, Managing Member
- CRD
- #5812673
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,637,294 | $1,212,431 |
| Non-Discretionary | $37,466,829 | $18,733,415 |
| Total | $41,104,123 | $8,220,825 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing