Overview
Assets Under Management: $22.1 billion
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 3,066
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3,066
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.11
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 110,166
Discretionary Accounts: 110,166
Regulatory Filings
CRD Number: 281958
Filing ID: 2007902
Last Filing Date: 2025-08-05 15:12:00
Website: https://firstcommand.com