Overview
Assets Under Management: $184 million
Headquarters: WEST BEND, WI
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Frequently Asked Questions
CLIENT FIRST INVESTMENT MANAGEMENT LLC 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 #282600), CLIENT FIRST INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
CLIENT FIRST INVESTMENT MANAGEMENT LLC is headquartered in WEST BEND, WI.
CLIENT FIRST INVESTMENT MANAGEMENT LLC serves 42 high-net-worth clients according to their SEC filing dated May 15, 2025. View client details ↓
According to their SEC Form ADV, CLIENT FIRST INVESTMENT MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLIENT FIRST INVESTMENT MANAGEMENT LLC manages $184 million in client assets according to their SEC filing dated May 15, 2025.
According to their SEC Form ADV, CLIENT FIRST INVESTMENT MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,391
Discretionary Accounts: 1,391
Regulatory Filings
CRD Number: 282600
Filing ID: 1979133
Last Filing Date: 2025-05-15 07:37:00
Website: https://clientfirsttaxandwealth.com