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Home > Retirement Planners > rhode island > westerly > FIRST FINANCIAL ADVISORY SERVICES INC
FIRST FINANCIAL ADVISORY SERVICES INC
85 Beach Street
Westerly, Rhode Island 02891
Tel: 401-596-0193
About FIRST FINANCIAL ADVISORY SERVICES INC
FIRST FINANCIAL ADVISORY SERVICES INC, formally registered with the SEC as FIRST FINANCIAL ADVISORY SERVICES INC. The firm was established in 01/24/1984. They have over 2 offices throughout the country.
FIRST FINANCIAL ADVISORY SERVICES INC is a Westerly, Rhode Island based Financial Planning firm with nearly $224,998,015 assets under management, offering retirement planning & investment advisory services to 1166 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105031 |
| SEC# | 801-20623 |
| Assets Managed by Firm | $224,998,015 |
| No. of Clients | 1166 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1166 | $224,998,015 |
| Individuals (other than high net worth individuals) | 491 | $113,390,693 |
| High net worth individuals | 64 | $110,282,177 |
| Charitable organizations | 5 | $1,325,145 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 | |
| $1,810,395,000 | 296 | 1 |
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