Client First Advisors, LLC
Client First Advisors, LLC is an SEC-registered ria with $33.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Client First Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159254, data through 2012-03-20.
- AUM (assets under management / regulatory AUM)
- $33.3M (2012-03-20)
- Firm type
- Ria
- Employees
- 23
- CRD
- 159254
- Ownership
- COPPOLA, DOUGLAS, CHARLES; COPPOLA, MARY JO, NMN; COPPOLA, MARYJO; COPPOLA, MARY JO, (NMN)
How much AUM does Client First Advisors, LLC have?
Client First Advisors, LLC reported $33.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-03-20).
Who owns Client First Advisors, LLC?
Disclosed owners and executives of Client First Advisors, LLC include COPPOLA, DOUGLAS, CHARLES, COPPOLA, MARY JO, NMN, COPPOLA, MARYJO, COPPOLA, MARY JO, (NMN). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.