CLIENT 1ST ADVISORY GROUP LLC
Doing business as CLIENT 1ST ADVISORY GROUP. SEC Form ADV profile.
Total regulatory AUM
$511,486,971
Discretionary
$508,251,543
Non-discretionary
$3,235,428
Firm details
- CRD number
- 167790
- SEC file number
- 801-78052
- Main office
- DUNEDIN, FL, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://twitter.com/1st client
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.