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FIRST DUE FINANCIAL LLC
CRD 335454
245 MAIN STREET, SUITE 205, WAREHAM, MA, 02571, United States
Phone
508-273-7003
Fax
774-326-1177
Registration
— (—)
Source
State registered
Total AUM
$1.9M
Discretionary AUM
$1.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINSURANCE SALES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD