Overview
Assets Under Management: $9.9 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 2,664
Average Client Assets: $1.3 million
Frequently Asked Questions
1ST GLOBAL ADVISORS 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 #111133), 1ST GLOBAL ADVISORS INC is subject to fiduciary duty under federal law.
1ST GLOBAL ADVISORS INC is headquartered in DALLAS, TX.
1ST GLOBAL ADVISORS INC serves 2,664 high-net-worth clients according to their SEC filing dated August 14, 2018. View client details ↓
According to their SEC Form ADV, 1ST GLOBAL ADVISORS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
1ST GLOBAL ADVISORS INC manages $9.9 billion in client assets according to their SEC filing dated August 14, 2018.
According to their SEC Form ADV, 1ST GLOBAL ADVISORS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,664
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.99%
Average Client Assets: $1.3 million
Total Client Accounts: 28,571
Discretionary Accounts: 23,853
Non-Discretionary Accounts: 4,718
Regulatory Filings
CRD Number: 111133
Filing ID: 1234653
Last Filing Date: 2018-08-14 14:38:00