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Five Talents Financial Management Group LLC

● SEC registered since 2020CRD 307987SEC# 801-119235West des Moines, IA
Export (members)
Reg. AUM
$210.4M
Employees
5
Accounts
1,056
Location
West des Moines, IA

Five Talents Financial Management Group LLC assets under management

Five Talents Financial Management Group LLC is a registered investment adviser overseen by the SEC based in West des Moines, IA. The firm has been registered since 2020. It reports $210.4 million in regulatory assets under management and employs 5 people.

Five Talents Financial Management Group LLC owners & executives

5 reported
NameTitleOwnershipSince
Donald Gene Boyd II ControlMember10-25%2020
Gregory Stone Bendinger ControlMember/ Chief Compliance Officer10-25%2020
Herbert Edward Modglin ControlMember10-25%2020
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Frequently asked questions

How much does Five Talents Financial Management Group LLC manage?

Five Talents Financial Management Group LLC reports $210.4 million in regulatory assets under management on its Form ADV.

How many employees does Five Talents Financial Management Group LLC have?

Five Talents Financial Management Group LLC reports 5 employees.

Where is Five Talents Financial Management Group LLC located?

Five Talents Financial Management Group LLC is based in West des Moines, IA and has been SEC-registered since 2020.

Does Five Talents Financial Management Group LLC disclose fund performance?

Five Talents Financial Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1441 29th Street Ste 310, West des Moines, IA 50266
Phone515-223-7487
Fax515-223-7483
Office hours8:30- 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.4M
Non-discretionary$0
Total (RAUM)$210.4M