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FIRST DOWN FINANCIAL

FIRST DOWN FINANCIAL, INC.

CRD 313133

Visit website

1942 WEST CR 419, SUITE 1030, OVIEDO, FL, 32766, United States

Phone

407-542-7232

Fax

407-986-3579

Registration

— (—)

Source

State registered

Total AUM

$57.0M

Discretionary AUM

$57.0M

Team

10 total employees; 2 advisory reps; 52 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
High net worth individuals52$57.0M

All web addresses on file

Official SEC filing: View on IAPD