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FIRST FINANCIAL CONSULTING
FINANCIAL RESOURCES CONSULTING GROUP
CRD 107456 · SEC 801-51848
517 SOUTH LAKE AVENUE, PASADENA, CA, 91101, United States
Phone
626-844-4630
Fax
626-796-0600
Registration
— (—)
Source
State registered
Total AUM
$762.6M
Discretionary AUM
$0
Team
12 total employees; 7 advisory reps; 643 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $138.2M |
| High net worth individuals | 487 | $601.0M |
| Pension/profit sharing plans | 4 | $0 |
| Corporations/business entities | 3 | $23.4M |
All web addresses on file
Official SEC filing: View on IAPD