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FIRST TRUST INVESTMENT SOLUTIONS L.P.
NAPLES, FL
(239) 219-0550
SEC #801-128828Total AUM
$518.1M
Employees
8Clients
800Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9130 GALLERIA COURT
SUITE 202
NAPLES
FL 34109
United States
SUITE 202
NAPLES
FL 34109
United States
Operating Hours
9-4:30
Monday - Friday
Monday - Friday
Phone
(239) 219-0550
Financials
Total AUM
$518.1M
Accounts
800Discretionary
$518.1M
Accounts
800Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
27AUM
$4.6M
HNW Individual Clients
751AUM
$453.8M
Pooled Vehicle Clients
1AUM
$48.3M
Charitable Organization Clients
7AUM
$4.4M
Corporation or Business Clients
14AUM
$7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCDEFLGAIAILINKYLAMAMDMIMNNCNENHNJNVNYOHORPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.