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FIRST TRUST ADVISORS LP

Tel: 630-765-8000
120 E. Liberty Drive
Suite 400
Wheaton, Illinois  60187

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FIRST TRUST ADVISORS LP

FIRST TRUST ADVISORS LP is a Wheaton, Illinois based financial advisory firm with nearly $210,879,000,000 in assets under management and provides investment advisory services for 2926 clients. There are currently 426 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICE

Firm CRD#:

107027

SEC#:

801-39950

No. of Clients:

2926

Assets under Management

$210,879,000,000

No. of Advisors:

426

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