Overview
Assets Under Management: $131 million
Headquarters: LAKE WORTH, FL
High-Net-Worth Clients: 83
Average Client Assets: $1.4 million
Frequently Asked Questions
1ST DISCOUNT BROKERAGE, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #39164), 1ST DISCOUNT BROKERAGE, INC. is subject to fiduciary duty under federal law.
1ST DISCOUNT BROKERAGE, INC. is headquartered in LAKE WORTH, FL.
1ST DISCOUNT BROKERAGE, INC. serves 83 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, 1ST DISCOUNT BROKERAGE, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
1ST DISCOUNT BROKERAGE, INC. manages $131 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, 1ST DISCOUNT BROKERAGE, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.77%
Average Client Assets: $1.4 million
Total Client Accounts: 352
Discretionary Accounts: 253
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 39164
Filing ID: 2089468
Last Filing Date: 2026-03-31 14:25:54