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| Keyboard |
| Five Talents Financial Management Group LLC
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|---|---|
| CRD # | 307987 |
| SEC # | 801-119235 |
| CIK # | 0001830227 |
| AUM | 256.0 M (2026-03-03) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 515-223-7487 |
| Address | 1441 29th Street Ste 310 West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 992 | 166.2 |
| (b) Individuals (high net worth individuals) | 47 | 89.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,042 | 256.0 |
| By Discretionary | ||
| Discretionary | 1,042 | 256.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,042 | 256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.0 | |
| Total | 1,042 | 256.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001830227] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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