CLIENT FIRST INVESTMENT MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$271,935,662
Discretionary
$271,935,662
Non-discretionary
$0
Firm details
- CRD number
- 282600
- SEC file number
- 801-123113
- Main office
- WEST BEND, WI, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.