Overview
Assets Under Management: $200 million
Headquarters: DAYTONA BEACH, FL
High-Net-Worth Clients: 117
Average Client Assets: $1 million
Frequently Asked Questions
FIRSTRUST LLC 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 #111800), FIRSTRUST LLC is subject to fiduciary duty under federal law.
FIRSTRUST LLC is headquartered in DAYTONA BEACH, FL.
FIRSTRUST LLC serves 117 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, FIRSTRUST LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FIRSTRUST LLC manages $200 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, FIRSTRUST LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 126
Discretionary Accounts: 115
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 111800
Last Filing Date: 2024-03-13 00:00:00
Website: https://financialteam.com