Twentythree Advisory
Firm details
- Headquarters
- New York, New York
- CRD number
- 332537
- Registered since
- March 28, 2025
- Website
- www.twentythreeadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Twentythree Advisory is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and owned by an individual. Its client focus is individuals and families, and its stated advisory activity is portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is not presented as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or related adviser.
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 Equities83%
- Public Funds/Mutual Funds14%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Truman Hobbs
Managing Member And Chief Compliance OfficerCRD 5812673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 142 W 57th St
- Time zone
- ET (UTC-5)
- Office locations
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