Twentythree Advisory LLC

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Assets, Funds, Holdings

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Twentythree Advisory LLC
CRD #332537
SEC #801-132275
CIK #
AUM $31.5 M (2025-04-07)
Employees 1 (100% Investors, 0% Brokers)
Phone334-224-1791
Address
Source [IAPD] [Website]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2 31.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 31.5
By Discretionary
Discretionary 2 31.5
Non-Discretionary 0 0.0
Total 2 31.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 31.5
Total 2 31.5
Comparable Firms State AUM ($B)
Future Perfect Planning LLC
0.0
Magellan Financial Solutions LLC
NY 0.0
Clearview Financial Planning Inc
NY 0.0
International Financial Planning LLC
0.0
The Eastrade Asset Management Corporation
0.0
MPMG & Partners USA LLC
NY 0.0
Passive Management LLC
NY 0.0
Brightstone Capital Management LLC
0.0
Tall Pines Capital LLC
IL 0.0
Honeoye Falls Capital LLC
NY 0.0
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