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FIRSTRUST
FIRSTRUST LLC
CRD 111800 · SEC 801-56812
113 EXECUTIVE CIR., DAYTONA BEACH, FL, 32114, United States
Phone
386-788-3737
Fax
386-788-3717
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.0M
Discretionary AUM
$229.0M
Team
6 total employees; 5 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $8.0M |
| High net worth individuals | 117 | $229.0M |
| Pension/profit sharing plans | 1 | $13.0M |
States served
GA, FL
All web addresses on file
Official SEC filing: View on IAPD