Twenty-First Tailored Solutions, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 158381
- Registered since
- August 5, 2011
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI49.27%
- Corporations / Businesses27%
- Other23.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Twenty-First Tailored Solutions, Inc. is a SEC-registered corporate adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fixed-fee advisory model and serves both individual/family and institutional clients. Its reported investment preference is equities, with client portfolios held entirely in exchange-traded instruments. The firm is not listed as an active ESG investor, and its operations are reported as non-discretionary across the book it manages. The adviser’s structure and asset mix suggest a boutique practice that delivers customized, account-level solutions rather than pooled, discretionary funds. With a relatively small client base and large average account sizes, Twenty-First Tailored Solutions appears to work with high-net-worth households and compact institutional relationships where bespoke equity exposures and client-directed decisions are emphasized.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Richard Ainsberg
CFO and Managing DirectorCRD 1422932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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