FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD #307987 SEC #801-119235 WEST DES MOINES, IA 515-223-7487
SEC Registered
Total AUM
$210.4M
Discretionary
$210.4M
Employees
5
Clients
0
Accounts
1,056
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $210.4M | $210.4M | $0 | 5 | 0 |
| Mar 2025 | $210.4M | $210.4M | $0 | 5 | 0 |
| Mar 2024 | $181.1M | $181.1M | $0 | 5 | 0 |
| Jan 2024 | $164.5M | $164.5M | $0 | 5 | 0 |
| Dec 2023 | $164.5M | $164.5M | $0 | 5 | 0 |
| Jun 2023 | $164.5M | $164.5M | $0 | 5 | 0 |
| Mar 2023 | $164.5M | $164.5M | $0 | 5 | 0 |
| Dec 2022 | $177.2M | $177.2M | $0 | 5 | 0 |
| Feb 2022 | $177.2M | $177.2M | $0 | 5 | 0 |
| Mar 2021 | $164M | $164M | $0 | 5 | 0 |
| Oct 2020 | $145.7M | $145.7M | $0 | 4 | 0 |
| Jul 2020 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$181.1M
Discretionary$181.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0