← Back to searchVisit website
1ST FINANCIAL LLC
CRD 159015
2144 SEVEN SPRINGS BLVD, SUITE 406, NEW PORT RICHEY, FL, 34655, United States
Phone
727-777-4269
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$5.0M
Team
1 total employees; 1 advisory reps; 22 broker-dealer reps
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD