Investment adviser · CRD 113085

CLIENT 1ST ADVISORY GROUP

Investment adviser filing (IA)

CLIENT FIRST ADVISORS,INC.

CLEARWATER, FL, United States · Form ADV filed Jan 15, 2013

Regulatory AUM
$141M
Form ADV · Item 5.F
Client accounts
174
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
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: Jan 15, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

611 DRUID RD. E, SUITE 707
CLEARWATER, FL, 33756, United States

CRD 113085

Filing source

Form ADV 691070 · Jan 15, 2013 · 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.