FIRST LIGHT ASSET MANAGEMENT, LLC is a highly regarded financial advisor that provides top-notch financial solutions to its diverse clientele. Led by a team of seasoned financial experts, the firm offers a wide range of services that cater to individual and institutional clients.
How does the advisor help clients – Key Takeaways:
- Expert financial advice tailored to the client’s unique needs
- Comprehensive portfolio management and investment strategies
- Access to a wide range of financial products and services
- Ongoing portfolio monitoring and adjustments as needed
- In-depth financial planning and retirement planning services
Facts and Insights
FIRST LIGHT ASSET MANAGEMENT, LLC has been in business for over 10 years, providing financial services to clients across various industries. The firm is known for its personalized approach to managing client assets, with a focus on long-term growth and wealth preservation. The team at FIRST LIGHT ASSET MANAGEMENT, LLC stays up-to-date on market trends and economic developments, ensuring that clients receive the most relevant and timely advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 10+ years |
Financial Services Offered
FIRST LIGHT ASSET MANAGEMENT, LLC offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Financial planning
- Wealth management
- Estate planning
- Tax planning
- Risk management
Client Types
FIRST LIGHT ASSET MANAGEMENT, LLC caters to a diverse group of clients, including:
- High net worth individuals
- Couples and families
- Businesses and corporations
- Non-profit organizations
Fees & Compensation
FIRST LIGHT ASSET MANAGEMENT, LLC operates on a fee-based model, where clients are charged a percentage of their managed assets. This ensures that the firm is aligned with its clients’ goals and interests, as their compensation is directly tied to the performance of the portfolio. The firm is transparent about its fees and provides clients with a clear breakdown of all costs associated with their services.
Background
FIRST LIGHT ASSET MANAGEMENT, LLC was founded with a mission to provide individuals and institutions with the best possible financial advice and solutions. The firm’s team of advisors brings a wealth of experience and expertise to the table, with a focus on building and preserving long-term wealth for its clients. FIRST LIGHT ASSET MANAGEMENT, LLC prides itself on its strong relationships with clients and its commitment to their financial success.
Financial Advisor Disclosures to Know
To maintain transparency and comply with regulatory requirements, FIRST LIGHT ASSET MANAGEMENT, LLC discloses any potential conflicts of interest and important information about its operations. These disclosures can be found in the firm’s Form ADV, which is available to clients upon request. Additionally, FIRST LIGHT ASSET MANAGEMENT, LLC operates as a fiduciary, meaning that the firm is legally obligated to act in the best interests of its clients at all times.