210 Financial

RIASEC RegisteredEst. 2023

Total AUM

$243M

Discretionary

$243M

100% of AUM

Avg account

$136K

Accounts

1,786

Employees

Advisory reps

Firm details

Headquarters: Morton, Illinois
CRD number: 328570
Registered since: November 24, 2023
Website: 210financial.com
Custodians: CHARLES SCHWAB & CO., INC., ALIGHT FINANCIAL SOLUTIONS, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals74.62%
HNWI24.07%
Pension & Profit Sharing Plans1.22%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

210 Financial is an independent registered investment adviser that began SEC registration in 2023 and operates under individual ownership. The firm serves both individual/family and institutional clients and acts as a capital allocator. Its advisory work covers financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through seminars or workshops. The firm also conducts insurance brokerage activity, which aligns with its use of insurance products within client programs. Fee arrangements include both percentage-of-AUM schedules and fixed-fee engagements. The firm does not identify as an ESG-focused manager.