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Building 2FIRST FINANCIAL GROUP

Map pinRALEIGH, NC
Phone919-876-4926
NotebookSEC #801-112777
Total AUM
$317M
Employees
4
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 LOGGER CT
#B101
RALEIGH
NC 27609
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
919-876-4926
Other Offices
1

ReceiptFinancials

Total AUM
$317M
Accounts
1,026
Discretionary
$317M
Accounts
1,026
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
289
AUM
$78M
HNW Individual Clients
89
AUM
$238.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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