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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-21-2024
- Office Locations
- 1
Office Locations
About TWO Three Five
Two Three Five (235 Wealth Management) is a Chicago-based, founder-led RIA providing wealth solutions for private clients, combining investment management with financial planning, tax and estate planning, insurance guidance, and portfolio construction. The firm’s investment toolkit includes ETFs and mutual funds and may incorporate alternative strategies (e.g., private equity/real estate) where appropriate. Primary custodian: Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TUCKER MACKAY HUTCHINSON
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6646880
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,259,300 | $233,333 |
| Non-Discretionary | $0 | -- |
| Total | $29,259,300 | $233,333 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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