FIRST FINANCIAL GROUP

1100 Logger Ct
#B101
Raleigh, North Carolina 27609
Tel: 919-876-4926

About FIRST FINANCIAL GROUP

FIRST FINANCIAL GROUP, formally registered with the SEC as FIRST FINANCIAL GROUP. The firm was established in 04/05/2018. They have over 1 offices throughout the country.

FIRST FINANCIAL GROUP is a Raleigh, North Carolina based Financial Planning firm with nearly $272,814,750 assets under management, offering retirement planning & investment advisory services to 910 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134006
SEC#	801-112777
Assets Managed by Firm	$272,814,750
No. of Clients	910
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (PORTFOLIO CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	910	$272,814,750
Individuals (other than high net worth individuals)	343	$72,094,105
High net worth individuals	80	$200,720,645

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