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CLIENT 1ST ADVISORY GROUP

Tel: 727-450-2301
678 Douglas Avenue
Dunedin, Florida  34698

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CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP is a Dunedin, Florida based financial advisory firm with nearly $348,644,970 in assets under management and provides investment advisory services for 825 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

167790

SEC#:

801-78052

No. of Clients:

825

Assets under Management

$348,644,970

No. of Advisors:

6

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