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Building 2FIRST FINANCIAL ADVISORY SERVICES INC

Map pinWESTERLY, RI
Phone401-596-0193
NotebookSEC #801-20623
Total AUM
$278M
Employees
7
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 BEACH STREET
WESTERLY
RI 02891
United States
Operating Hours
8:30AM TO 5:00 PM
Monday - Friday
Phone
401-596-0193
Other Offices
2

ReceiptFinancials

Total AUM
$278M
Accounts
1,071
Discretionary
$0
Accounts
0
Non-Discretionary
$278M
Accounts
1,071

ContactClients

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Individual Clients
440
AUM
$117.6M
HNW Individual Clients
76
AUM
$158.8M
Charitable Organization Clients
5
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMAMDMEMINCNHNYPARISCTXVA

HandshakeAffiliates

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

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