← Tributary

210 FINANCIAL

MORTON, IL · CRD 328570 · IAPD ↗ · 210financial.com · 309-263-1333

$242.8MRegulatory AUM
5Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — 210 FINANCIAL reported RAUM up 67% ($145.1M -> $242.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — 210 FINANCIAL grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
August 2024 — 210 FINANCIAL notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
June 2024 — 210 FINANCIAL notice-filed in FL, IN, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2024 — 210 FINANCIAL notice-filed in IA, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — 210 FINANCIAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.