Twenty First Century Financial Advisors Inc is an adviser based in Manchester. It manages $43.9 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2008.
Twenty First Century Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Twenty First Century Financial Advisors Inc is $43.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Twenty First Century Financial Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Twenty First Century Financial Advisors Inc performs its advisory services is located at 945 Main Street Suite 104, Manchester, CT 06040 6064, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-646-2100 or by fax 866-332-1777. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.