P23 FINANCIAL, INC

Overview

P23 Financial, Inc. is a privately held corporate advisory firm run by an individual owner that functions as a capital allocator to outside managers. The firm offers financial planning, selects third-party advisers on behalf of clients, and runs educational seminars and workshops. Its fee model includes fixed fees plus other unspecified fee arrangements. P23 does not identify as an active ESG investor and is not set up as a multi-state adviser. The firm lists an industry affiliation with accountants, which suggests collaboration with tax and accounting professionals as part of its client servicing and planning processes. Classification information is limited; the firm is listed as “unclassified” in available records.

Investments & Alternatives

Location & Offices