FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
Adviser information for FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Iowa, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,044 | $181.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,044 | $181.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,020 | $147.8M |
| HNW Individuals | 21 | $32.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $76,914 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $349,107 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsQUALLIFIED PLAN ADVICE |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesREFERRAL FEES FROM OTHER ADVISORS |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 640,000 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FIVE TALENTS FINANCIAL MANAGEMENT GROUP WRAP FEE PROGRAM | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC |
Identifiers
| SEC RIA File Number | 801-119235 |
|---|---|
| SEC ERA File Number | 801-119235 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307987 |
| Legal Entity Identifier | None |
Principal Office
1441 29TH STREET STE 310WEST DES MOINES
IA
United States
Monday - Friday, 8:30- 5:00
Tel: 515-223-7487, Fax: 515-223-7483
Websites
Chief Compliance Officer
GREGORY BENDINGER
1441 29TH ST.
SUITE 310
WEST DES MOINES
IA
United States
Tel:
515-223-7487
S****@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MODGLIN, HERBERT, EDWARD | Individual | – | MEMBER | 01/2020 | 25-50% |
| BENDINGER, GREGORY, STONE | Individual | – | MEMBER/ CHIEF COMPLIANCE OFFICER | 01/2020 | 25-50% |
| JERGENS, JEFF, A | Individual | – | MEMBER | 01/2020 | 25-50% |
| BOYD II, DONALD, GENE | Individual | – | MEMBER | 01/2020 | 25-50% |