National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > pennsylvania > philadelphia

CLIENT FIRST INVESTMENT MANAGEMENT LLC

Tel: 262-335-1700
215 N. Main Street
Suite 1040
West Bend, Wisconsin  53095

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CLIENT FIRST INVESTMENT MANAGEMENT LLC

CLIENT FIRST INVESTMENT MANAGEMENT LLC is a West Bend, Wisconsin based financial advisory firm with nearly $126,177,235 in assets under management and provides investment advisory services for 479 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282600

SEC#:

801-123113

No. of Clients:

479

Assets under Management

$126,177,235

No. of Advisors:

14

More Financial Advisory Firms in West Bend, Pennsylvania

More Firms in West Bend, Pennsylvania >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.