Overview
Assets Under Management: $394 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 126
Average Client Assets: $1.6 million
Frequently Asked Questions
PLANFIRST INC 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 #108941), PLANFIRST INC is subject to fiduciary duty under federal law.
PLANFIRST INC is headquartered in GREENVILLE, SC.
PLANFIRST INC serves 126 high-net-worth clients according to their SEC filing dated June 12, 2018. View client details ↓
According to their SEC Form ADV, PLANFIRST INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PLANFIRST INC manages $394 million in client assets according to their SEC filing dated June 12, 2018.
According to their SEC Form ADV, PLANFIRST INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.11%
Average Client Assets: $1.6 million
Total Client Accounts: 1,669
Discretionary Accounts: 1,669
Regulatory Filings
CRD Number: 108941
Filing ID: 1223696
Last Filing Date: 2018-06-12 09:39:00