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Building 2FIRSTRUST

Map pinDAYTONA BEACH, FL
Phone386-788-3737
NotebookSEC #801-56812
Total AUM
$250M
Employees
6
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
113 EXECUTIVE CIR.
DAYTONA BEACH
FL 32114
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
386-788-3737

ReceiptFinancials

Total AUM
$250M
Accounts
128
Discretionary
$229M
Accounts
117
Non-Discretionary
$21M
Accounts
11

ContactClients

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Individual Clients
10
AUM
$8M
HNW Individual Clients
117
AUM
$229M
Pension/Profit Sharing Plan Clients
1
AUM
$13M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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

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