25 FINANCIAL
25, LLC Legal Name
Adviser information for 25 FINANCIAL 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 | Missouri, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 8 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,000 | $305.0M |
| Non-Discretionary | 600 | $103.5M |
| Total | 2,600 | $408.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 300 | $111.0M |
| HNW Individuals | 150 | $297.5M |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| 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 businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-123213 |
|---|---|
| SEC ERA File Number | 801-123213 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317916 |
| Legal Entity Identifier | None |
Principal Office
135 WEST ADAMS AVENUESAINT LOUIS
MO
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 314-530-2858, Fax: None
Chief Compliance Officer
RANDY LARSON
MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
135 WEST ADAMS AVENUE
SUITE 210
SAINT LOUIS
MO
United States
Tel:
314-530-2858
R***********@**************M
(Full email address available in API data)
Industry Affiliates
| RANDALL LARSON, LLC | Insurance company or agency |
| THE LARSON LAW FIRM, LLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LARSON, RANDALL, SCOTT | Individual | – | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | 01/2022 | 25-50% |
| LARSON, JEFFREY, SCOTT | Individual | – | MEMBER/IINVESTMENT ADVISOR REPRESENTATIVE | 03/2022 | 25-50% |
| BROOKS, NATHAN, JAMES | Individual | – | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | 03/2022 | < 5% |
| MEYERS, BRADLEY, STEVEN | Individual | – | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | 03/2022 | < 5% |