Investment adviser · CRD 110972

FIRST INVESTMENT CORPORATION

Investment adviser filing (IA)

BARTLESVILLE, OK, United States · Form ADV filed Oct 30, 2012

Regulatory AUM
$55.8M
Form ADV · Item 5.F
Client accounts
475
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
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: Oct 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Commissions

Principal office

309 SE FRANK PHILLIPS BLVD.
BARTLESVILLE, OK, 74003, United States

CRD 110972

Filing source

Form ADV 677422 · Oct 30, 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.