Investment adviser · CRD 121235

HIRST WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

· Form ADV filed Apr 23, 2012

Regulatory AUM
$64M
Form ADV · Item 5.F
Client accounts
274
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: Apr 23, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 121235

Filing source

Form ADV 638825 · Apr 23, 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.