Two Three Five
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,649,000
Clients
29
Advisors
1
of 1 employees
About
Two Three Five provides investment advisory services to individuals, high net worth clients, trusts, corporations and employer-sponsored retirement plans. Its offerings include comprehensive portfolio management, standalone financial planning and retirement plan consulting for plan sponsors and ERISA-covered plans.
The firm operates as a fiduciary and delivers individualized, discretionary portfolio management with ongoing monitoring and periodic rebalancing, drawing on a mix of fundamental, technical and quantitative analysis and multiple asset-allocation approaches. For retirement plan clients it provides services such as investment policy statement development, investment option evaluation, investment monitoring and participant education, and acknowledges ERISA fiduciary standards when engaged.
Compared with many independent firms of similar scale, Two Three Five provides an atypical blend of institutional pension consulting and corporate-level advisory work—services that include cost segregation studies, corporate-structure advice and real estate analysis alongside individual wealth management. The firm manages roughly $25.3 million in discretionary assets for a limited client base and is led by a principal who holds the CFA charter and multiple securities licenses.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services charged on a flat fee basis, not exceeding $5,000
$300 per hour for work performed upon termination of financial planning services
Fee-only: Flat fee up to $5,000 for financial planning and consulting services; hourly rate $300 used for refund calculations upon termination
Main office
Chicago IL
Advisors at this office
1
Most active in
California · Illinois · New York
Also doing business as
235 Wealth Management, LLC · Two Three Five
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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