3300 Edinborough Way
Suite 201
Edina, Minnesota 55435
Tel: 952-831-6500
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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