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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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