1st Discount Brokerage, Inc.
1st Discount Brokerage, Inc. is an SEC-registered mass-market adviser in Lake Worth, FL with $131.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns 1st Discount Brokerage, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 39164, SEC 801-132978, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $131.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Lake Worth, FL
- Employees
- 8
- Clients
- 219
- CRD
- 39164
- Ownership
- PHILLIPS, DONALD BRENT JR; GALLAGHER, AILEEN M; FISHER, MICHAEL RAYMOND; CORLEY, WILLIAM HAROLD; KALK, YULIA
How much AUM does 1st Discount Brokerage, Inc. have?
1st Discount Brokerage, Inc. reported $131.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns 1st Discount Brokerage, Inc.?
Disclosed owners and executives of 1st Discount Brokerage, Inc. include PHILLIPS, DONALD BRENT JR, GALLAGHER, AILEEN M, FISHER, MICHAEL RAYMOND, CORLEY, WILLIAM HAROLD, KALK, YULIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.