Investment adviser · CRD 269855

1ST PORTFOLIO WEALTH ADVISORS

Investment adviser filing (IA)

1ST PORTFOLIO, INC.

FAIRFAX, VA, United States · Form ADV filed Mar 16, 2017

Regulatory AUM
$197M
Form ADV · Item 5.F
Client accounts
681
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: Mar 16, 2017. 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 450
FAIRFAX, VA, 22033, United States

CRD 269855

Filing source

Form ADV 1078850 · Mar 16, 2017 · 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.