Investment adviser · CRD 134901

1ST PORTFOLIO WEALTH ADVISORS

Investment adviser filing (IA)

1ST PORTFOLIO, INC.

FAIRFAX, VA, United States · Form ADV filed May 20, 2015

Regulatory AUM
$190M
Form ADV · Item 5.F
Client accounts
485
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 20, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12700 FAIR LAKES CIRCLE, SUITE 400
FAIRFAX, VA, 22033, United States

CRD 134901

Filing source

Form ADV 920264 · May 20, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.