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USA FIRST FINANCIAL
CRD 318453
838 N DELAWARE, INDIANAPOLIS, IN, 46204, United States
Phone
317-886-0182
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.6M
Discretionary AUM
$91.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 1 | $91.6M |
All web addresses on file
Official SEC filing: View on IAPD