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FIRST INVESTMENT CORPORATION
CRD 110972 · SEC 801-24481
307 SE FRANK PHILLIPS BLVD., BARTLESVILLE, OK, 74003, United States
Phone
918-337-2045
Fax
918-336-0696
Registration
— (—)
Source
State registered
Total AUM
$66.8M
Discretionary AUM
$66.8M
Team
3 total employees; 3 advisory reps; 19 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL ANALYSIS/CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 193 | $29.9M |
| High net worth individuals | 28 | $36.7M |
All web addresses on file
Official SEC filing: View on IAPD