FIRSTRUST LLC
Doing business as FIRSTRUST. SEC Form ADV profile.
Total regulatory AUM
$250,000,000
Discretionary
$229,000,000
Non-discretionary
$21,000,000
Firm details
- CRD number
- 111800
- SEC file number
- 801-56812
- Main office
- DAYTONA BEACH, FL, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.FINANCIALTEAM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.