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Building 2FIRST FINANCIAL ADVISORS, LLC

Map pinSAINT AUGUSTINE, FL
Phone904-940-9555
NotebookSEC #801-68867
Total AUM
$28.4M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 GOLFWAY WEST DRIVE
SUITE 300
SAINT AUGUSTINE
FL 32095
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904-940-9555

ReceiptFinancials

Total AUM
$28.4M
Accounts
454
Discretionary
$15.3M
Accounts
289
Non-Discretionary
$13.1M
Accounts
165

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAMANHPA

HandshakeAffiliates

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

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