Investment adviser · CRD 152628

CLIENTFIRST FINANCIAL STRATEGIES, INC.

Investment adviser filing (IA)

DAYTON, OH, United States · Form ADV filed Mar 16, 2015

Regulatory AUM
$176M
Form ADV · Item 5.F
Client accounts
509
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
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, 2015. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly

Principal office

3033 KETTERING BLVD., SUITE 326
DAYTON, OH, 45439, United States

CRD 152628

Filing source

Form ADV 891301 · Mar 16, 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.