Overview
Assets Under Management: $297 million
Headquarters: MUSKEGON, MI
High-Net-Worth Clients: 86
Average Client Assets: $2 million
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