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1ST DISCOUNT BROKERAGE, INC.
CRD 39164 · SEC 801-132978
8927 HYPOLUXO ROAD, SUITE A5, LAKE WORTH, FL, 33467, United States
Phone
561-515-3200
Fax
561-515-3201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.4M
Discretionary AUM
$76.5M
Team
8 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersDIGITAL ADVISORY SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $9.6M |
| High net worth individuals | 83 | $118.0M |
| Pension/profit sharing plans | 1 | $437K |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 1 | $1.9M |
States served
AR, CA, MA, MN, NJ, PA, RI, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD