FIRST FINANCIAL EQUITY CORPORATION

SCOTTSDALE, AZ

480-951-0079

SEC #801-63970

Total AUM

$2.4B

Employees

174

Clients

5,752

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

7047 E GREENWAY PARKWAY
SUITE 350
SCOTTSDALE
AZ 85254
United States

Operating Hours

7 A.M.- 4:00 P.M.
Monday - Friday

Phone

480-951-0079

Other Offices

Financials

Total AUM

$2.4B

Accounts

5,755

Discretionary

$2.1B

Accounts

5,346

Non-Discretionary

$231.7M

Accounts

409

Clients

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Individual Clients

3,971

AUM

$1.1B

HNW Individual Clients

1,716

AUM

$1B

Pension/Profit Sharing Plan Clients

AUM

$110.9M

Government Entity Clients

AUM

$200.4M

Services

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Services Offered

EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

SRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 1 other business.