Investment adviser · CRD 110467
FIRST FINANCIAL STRATEGIES INC
Investment adviser filing (IA)
PHOENIX, AZ, United States · Form ADV filed Jun 25, 2012
- Regulatory AUM
- $18.3M Form ADV · Item 5.F
- Client accounts
- 28 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jun 25, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4425 N. 24TH STREET, SUITE 200PHOENIX, AZ, 85016, United States
CRD 110467
Filing source
Form ADV 646642 · Jun 25, 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.