CLIENT FIRST INVESTMENT MANAGEMENT LLC
West Bend, WI
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-335-1700
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI, WEST BEND
1 adviser found
West Bend, WI
AUM
$271.9M
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-335-1700