Overview
Assets Under Management: $1.7 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 50
Average Client Assets: $8.0 million
Frequently Asked Questions
FIRST FINANCIAL EQUITY CORPORATION 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 #16507), FIRST FINANCIAL EQUITY CORPORATION is subject to fiduciary duty under federal law.
FIRST FINANCIAL EQUITY CORPORATION is headquartered in SCOTTSDALE, AZ.
FIRST FINANCIAL EQUITY CORPORATION serves 50 high-net-worth clients according to their SEC filing dated May 23, 2018. View client details ↓
According to their SEC Form ADV, FIRST FINANCIAL EQUITY CORPORATION offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
FIRST FINANCIAL EQUITY CORPORATION manages $1.7 billion in client assets according to their SEC filing dated May 23, 2018.
According to their SEC Form ADV, FIRST FINANCIAL EQUITY CORPORATION serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.24%
Average Client Assets: $8.0 million
Total Client Accounts: 180
Discretionary Accounts: 162
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 16507
Filing ID: 1219906
Last Filing Date: 2018-05-23 19:28:00