Overview
Assets Under Management: $1.4 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 826
Average Client Assets: $405,119
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 826
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.58
Average High-Net-Worth Client Assets: $405,119
Total Client Accounts: 1,165
Discretionary Accounts: 1,165
Regulatory Filings
CRD Number: 168899
Last Filing Date: 2024-12-03 00:00:00
Website: https://firstlightam.com