Overview
Assets Under Management: $518 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 751
Average Client Assets: $0.6 million
Frequently Asked Questions
FIRST TRUST INVESTMENT SOLUTIONS L.P. 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 #328327), FIRST TRUST INVESTMENT SOLUTIONS L.P. is subject to fiduciary duty under federal law.
FIRST TRUST INVESTMENT SOLUTIONS L.P. is headquartered in NAPLES, FL.
FIRST TRUST INVESTMENT SOLUTIONS L.P. serves 751 high-net-worth clients according to their SEC filing dated May 29, 2024. View client details ↓
According to their SEC Form ADV, FIRST TRUST INVESTMENT SOLUTIONS L.P. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIRST TRUST INVESTMENT SOLUTIONS L.P. manages $518 million in client assets according to their SEC filing dated May 29, 2024.
According to their SEC Form ADV, FIRST TRUST INVESTMENT SOLUTIONS L.P. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 751
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.59%
Average Client Assets: $0.6 million
Total Client Accounts: 800
Discretionary Accounts: 800
Regulatory Filings
CRD Number: 328327
Filing ID: 1876527
Last Filing Date: 2024-05-29 13:59:00