Overview
Assets Under Management: $297 million
Headquarters: MUSKEGON, MI
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Frequently Asked Questions
FIRST FINANCIAL 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 #106040), FIRST FINANCIAL ADVISORS INC is subject to fiduciary duty under federal law.
FIRST FINANCIAL ADVISORS INC is headquartered in MUSKEGON, MI.
FIRST FINANCIAL ADVISORS INC serves 86 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, FIRST FINANCIAL ADVISORS INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FIRST FINANCIAL ADVISORS INC manages $297 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, FIRST FINANCIAL 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
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,398
Discretionary Accounts: 1,398
Regulatory Filings
CRD Number: 106040
Last Filing Date: 2025-02-12 00:00:00
Website: https://firstfinancialadvisors.com