Client First Investment Management LLC
Client First Investment Management LLC is an SEC-registered mass-market adviser in West Bend, WI with $271.9M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Client First Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282600, SEC 801-123113, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $271.9M (2026-02-11)
- Firm type
- Mass-Market Adviser
- Location
- West Bend, WI
- Employees
- 16
- Clients
- 607
- CRD
- 282600
- Ownership
- KRUEGER, JUSTIN, WAYNE; ROCK POINT PARTNERS, LLC; Zarling, David, Frederic; Zarling, David; Zarling, Paul
How much AUM does Client First Investment Management LLC have?
Client First Investment Management LLC reported $271.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Client First Investment Management LLC?
Disclosed owners and executives of Client First Investment Management LLC include KRUEGER, JUSTIN, WAYNE, ROCK POINT PARTNERS, LLC, Zarling, David, Frederic, Zarling, David, Zarling, Paul. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.