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CLIENT FIRST INVESTMENT MANAGEMENT LLC
215 N. Main Street
Suite 1040
West Bend, Wisconsin 53095
Tel: 262-335-1700
About CLIENT FIRST INVESTMENT MANAGEMENT LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC, formally registered with the SEC as CLIENT FIRST INVESTMENT MANAGEMENT LLC. The firm was established in 01/21/2022. They have over 2 offices throughout the country.
CLIENT FIRST INVESTMENT MANAGEMENT LLC is a West Bend, Wisconsin based Financial Planning firm with nearly $126,177,235 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282600 |
| SEC# | 801-123113 |
| Assets Managed by Firm | $126,177,235 |
| No. of Clients | 479 |
| No. of Advisors | 14 |
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 (CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 479 | $126,177,235 |
| Individuals (other than high net worth individuals) | 468 | $111,450,554 |
| High net worth individuals | 7 | $11,035,500 |
| Charitable organizations | 3 | $225,000 |
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