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FIRST LIGHT ASSET MANAGEMENT, LLC

3300 Edinborough Way
Suite 201
Edina, Minnesota 55435
Tel: 952-831-6500

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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 StatusApproved
Firm CRD#168899
SEC#801-78528
Assets Managed by Firm$1,387,863,426
No. of Clients1165
No. of Advisors14

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 ClientsAUM
Firm Total1165$1,387,863,426
Individuals (other than high net worth individuals)218$41,473,263
High net worth individuals893$460,116,466
Pension and profit sharing plans10$6,097,991
Charitable organizations9$4,534,145
Corporations or other businesses29$28,255,720

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