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CLIENT 1ST ADVISORY GROUP
678 Douglas Avenue
Dunedin, Florida 34698
Tel: 727-450-2301
About CLIENT 1ST ADVISORY GROUP
CLIENT 1ST ADVISORY GROUP, formally registered with the SEC as CLIENT 1ST ADVISORY GROUP. The firm was established in 05/14/2013. They have over 2 offices throughout the country.
CLIENT 1ST ADVISORY GROUP is a Dunedin, Florida based Financial Planning firm with nearly $348,644,970 assets under management, offering retirement planning & investment advisory services to 825 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167790 |
| SEC# | 801-78052 |
| Assets Managed by Firm | $348,644,970 |
| No. of Clients | 825 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 825 | $348,644,970 |
| Individuals (other than high net worth individuals) | 216 | $78,077,528 |
| High net worth individuals | 102 | $259,244,595 |
| Pension and profit sharing plans | 2 | $5,303,000 |
| Charitable organizations | 4 | $5,929,625 |
| Other investment advisers | 1 | $90,222 |
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