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CLIENT FIRST INVESTMENT MANAGEMENT LLC
WEST BEND, WI
262-335-1700
SEC #801-123113Total AUM
$271.9M
Employees
16Clients
608Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
215 N. MAIN STREET
SUITE 1040
WEST BEND
WI 53095
United States
SUITE 1040
WEST BEND
WI 53095
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
262-335-1700
Other Offices
1
Financials
Total AUM
$271.9M
Accounts
1,578Discretionary
$271.9M
Accounts
1,578Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
529AUM
$57.3M
HNW Individual Clients
67AUM
$41.8M
Investment Company Clients
1AUM
$171.8M
Charitable Organization Clients
9AUM
$1.1M
Corporation or Business Clients
2AUM
$10K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMNNCTXWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.