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ABILITY FIRST
ABILITY FIRST FINANCIAL, LLC
CRD 300076
2390 E CAMELBACK RD #130, PHOENIX, AZ, 85021, United States
Phone
410-336-6118
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$2.5M
Team
1 total employees; 1 advisory reps; 53 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $2.5M |
| Pension/profit sharing plans | 14 | $10.0M |
| Corporations/business entities | 15 | — |
All web addresses on file
- http://www.ability-retirement.com
- http://www.ability-planning.com
- http://www.ability-first.com
- http://www.ability-financial.com
- http://www.ability-401k.com
- http://www.ability401k.com
- http://www.abilityretirment.com
- http://selfdirect.info
- http://ability-insurance.com
- http://incomefor.life
- https://www.rumandtaxes.com
- http://www.taxesareoverrated.com
Official SEC filing: View on IAPD