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Building 2FIDUCIARY FIRST ADVISORS, LLC

Map pinWAUSAU, WI
Phone715-848-8110
NotebookSEC #801-71390
Total AUM
$147.7M
Employees
3
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 N THIRD STREET
WAUSAU
WI 54403
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
715-848-8110

ReceiptFinancials

Total AUM
$147.7M
Accounts
353
Discretionary
$147.7M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$30.2M
HNW Individual Clients
29
AUM
$58.6M
Charitable Organization Clients
3
AUM
$9M
Insurance Company Clients
12
AUM
$49.1M
Other Clients
1
AUM
$723.6K
Description of Other Clients
PUBLISHING CO-OP

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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