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FIRST LIGHT ASSET MANAGEMENT, LLC
3300 Edinborough Way
Suite 201
Edina, Minnesota 55435
Tel: 952-831-6500
About FIRST LIGHT ASSET MANAGEMENT, LLC
FIRST LIGHT ASSET MANAGEMENT, LLC, formally registered with the SEC as FIRST LIGHT ASSET MANAGEMENT, LLC. The firm was established in 09/20/2013. They have over 2 offices throughout the country.
FIRST LIGHT ASSET MANAGEMENT, LLC is a Edina, Minnesota based Financial Planning firm with nearly $1,387,863,426 assets under management, offering retirement planning & investment advisory services to 1165 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168899 |
| SEC# | 801-78528 |
| Assets Managed by Firm | $1,387,863,426 |
| No. of Clients | 1165 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1165 | $1,387,863,426 |
| Individuals (other than high net worth individuals) | 218 | $41,473,263 |
| High net worth individuals | 893 | $460,116,466 |
| Pension and profit sharing plans | 10 | $6,097,991 |
| Charitable organizations | 9 | $4,534,145 |
| Corporations or other businesses | 29 | $28,255,720 |
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