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FIRSTRUST
113 Executive Cir.
Daytona Beach, Florida 32114
Tel: 386-788-3737
About FIRSTRUST
FIRSTRUST, formally registered with the SEC as FIRSTRUST. The firm was established in 08/30/1999. They have over 1 offices throughout the country.
FIRSTRUST is a Daytona Beach, Florida based Financial Planning firm with nearly $200,000,000 assets under management, offering retirement planning & investment advisory services to 126 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111800 |
| SEC# | 801-56812 |
| Assets Managed by Firm | $200,000,000 |
| No. of Clients | 126 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 126 | $200,000,000 |
| Individuals (other than high net worth individuals) | 10 | $2,000,000 |
| High net worth individuals | 115 | $187,000,000 |
| Pension and profit sharing plans | 1 | $11,000,000 |
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|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
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