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Building 2CLIENTFIRST FINANCIAL STRATEGIES, INC.

Map pinDAYTON, OH
Phone(937) 293-5500
NotebookSEC #801-71080
Total AUM
$176.4M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3033 KETTERING BLVD.
SUITE 326
DAYTON
OH 45439
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(937) 293-5500

ReceiptFinancials

Total AUM
$176.4M
Accounts
509
Discretionary
$174M
Accounts
503
Non-Discretionary
$2.3M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ADVISED ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILOHSC

HandshakeAffiliates

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

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