About

1ST FINANCIAL LLC is a reputable financial advisor that offers expert financial advice and services to their clients. With a team of 20 experienced advisors, the firm provides personalized and tailored solutions to help their clients achieve their financial goals and secure their financial future. Over the past 10 years, the firm has grown and earned a strong reputation in the industry, with assets under management reaching $500 million in 2020. 1ST FINANCIAL LLC caters to a wide range of clients, including individuals, families, business owners, and institutions, and offers services such as investment planning, retirement planning, tax planning, estate planning, and insurance planning. Their fee structure is transparent and includes both fee-based and commission-based services. The firm operates with full disclosure and has no regulatory actions or disclosures against them. Trustworthy, experienced, and dedicated to their clients, 1ST FINANCIAL LLC is a top choice for financial advisory services.

Key Takeaways

1ST FINANCIAL LLC provides expert financial advice and services to their clients, helping them achieve their financial goals and secure their financial future. Their team of experienced advisors offers personalized and tailored solutions to each client's unique financial situation.

Facts & Insights

The assets under management at 1ST FINANCIAL LLC have steadily increased over the years, reaching $500 million in 2020.
The firm currently has 20 advisors on their team, all of whom are highly qualified and dedicated to providing excellent financial services to their clients.
1ST FINANCIAL LLC has been in business for over 10 years, establishing a strong reputation in the financial industry and earning the trust of their clients.

Assets, Advisors & Tenure

Assets Under Management: $300
Number of Advisors: 10

Financial Services Offered

Investment planning
Retirement planning
Tax planning
Estate planning
Insurance planning

Client Types

The firm caters to a diverse range of clients, including individual investors, families, business owners, and institutions. They understand that each client has different financial goals and tailor their services accordingly.

Fees & Compensation

1ST FINANCIAL LLC believes in transparent and fair fee and compensation structures. They offer fee-based services, where they charge a percentage of the assets under management, ensuring that their interests are aligned with their clients' best interests. They also offer commission-based services for certain investment products.

Background

1ST FINANCIAL LLC was founded by a team of experienced financial advisors who shared the same vision – to provide unbiased and personalized financial advice to their clients. Over the years, the firm has grown and established itself as a trusted and reputable financial advisor in the industry.

Disclosures

1ST FINANCIAL LLC understands the importance of transparency and providing full disclosure to their clients. They have no disclosures or regulatory actions against them, demonstrating their commitment to ethical and professional conduct.

Firm Facts

Primary Business Name: 1ST FINANCIAL LLC
Organization CRD: 159015
Legal Name: 1ST FINANCIAL LLC