Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

dba FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC · CRD 307987 · Registered Investment Adviser

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is a Registered Investment Adviser headquartered in WEST DES MOINES, IA. The firm reports $255,983,350 in regulatory assets under management across 1,042 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$255,983,350
Non-discretionary$0
Total RAUM$255,983,350
Accounts1,042

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 307987. adviserinfo.sec.gov/firm/summary/307987.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.