Investment adviser · CRD 159254

CLIENT FIRST ADVISORS, LLC

Investment adviser filing (IA)

CHAPEL HILL, NC, United States · Form ADV filed Mar 20, 2012

Regulatory AUM
$33.3M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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 20, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Performance-based

Principal office

1414 RALEIGH ROAD, SUITE #427
CHAPEL HILL, NC, 27517, United States

CRD 159254

Filing source

Form ADV 618339 · Mar 20, 2012 · 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.