RIA

21st Financial

Registered investment advisor · Grand Forks, North Dakota · CRD #338230

Assets Under Management

$450K

Client Accounts

Employees

CRD Number

338230

Registration

STATE Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About 21st Financial

21st Financial is a registered investment advisory firm headquartered in Grand Forks, North Dakota, managing approximately $450K in regulatory assets across 18 client accounts. The firm's full regulatory record is filed with the SEC under CRD #338230.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for 21st Financial

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is 21st Financial's AUM?

21st Financial reports approximately $450K in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is 21st Financial headquartered?

21st Financial is headquartered in Grand Forks, North Dakota.

What is 21st Financial's CRD number?

21st Financial's CRD number is 338230. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.