Two Three Five
Firm details
- Headquarters
- ,
- CRD number
- 329833
- Registered since
- February 20, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.5%
- Individuals33.42%
- Corporations / Businesses2.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Two Three Five is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Two Three Five does not identify as an active ESG investor, is not a multi-state adviser, and is not operating as a capital allocator to other managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities6%
- Exchange Traded Equities4%
Contacts
1 of 1
Tucker Hutchinson
Founder & PresidentCRD 6646880
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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