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5 TALENTS ADVISORS, INC
CRD 333270
2531 MERRYCHASE DR., SUITE 200, CAMERON PARK, CA, 95682, United States
Phone
916-960-4080 EXT. 3
Fax
916-840-7666
Registration
— (—)
Source
State registered
Total AUM
$54.0M
Discretionary AUM
$54.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $27.4M |
| High net worth individuals | 24 | $26.7M |
All web addresses on file
Official SEC filing: View on IAPD