Falists
← Back to search

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP LLC

CRD 167790 · SEC 801-78052

Visit website

963 HIGHLAND AVENUE, DUNEDIN, FL, 34698, United States

Phone

727-450-2301

Fax

727-450-2302

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$511.5M

Discretionary AUM

$508.3M

Team

8 total employees; 7 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals238$106.4M
High net worth individuals115$401.4M

States served

AL, AR, GA, LA, MS, NC, OH, TN, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD