Investment adviser · CRD 170449
AMFIRST FINANCIAL, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Jul 31, 2014
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Jul 31, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
10000 N. CENTRAL EXPRESSWAY, SUITE 400DALLAS, TX, 75231, United States
CRD 170449
Filing source
Form ADV 837451 · Jul 31, 2014 · 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.