85 Beach Street
Westerly, Rhode Island 02891
Tel: 401-596-0193
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 |
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