← Back to searchVisit website
YOU FIRST FINANCIAL LLC
CRD 292984
3115 EAST LION LANE, SUITE160, HOLLADAY, UT, 84121, United States
Phone
518-312-9913
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.1M
Discretionary AUM
$22.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $17.3M |
| High net worth individuals | 4 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD