AdvisorOS Directory
Claim Profile
HP

Herbert Aloysius Pontzer

CLIENT 1ST ADVISORY GROUP LLC·DUNEDIN, Florida
Unclaimed Profile
678 DOUGLAS AVENUE, DUNEDIN, FL 34698CRD# 1586982Firm CRD# 167790
01

About

Herbert Aloysius Pontzer is a registered financial advisor based in DUNEDIN, Florida, affiliated with CLIENT 1ST ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CLIENT 1ST ADVISORY GROUP
AUM
$349M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CLIENT 1ST ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1586982
Firm CRD# 167790
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DUNEDIN?

Browse all registered financial advisors in DUNEDIN, Florida or claim this profile if it's yours.

Browse DUNEDIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Herbert Aloysius Pontzer offer?
Herbert Aloysius Pontzer specializes in Financial Planning, Investment Management. Contact their office in DUNEDIN, Florida for a consultation.
What are Herbert Aloysius Pontzer's credentials?
Herbert Aloysius Pontzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Herbert Aloysius Pontzer located?
Herbert Aloysius Pontzer is based in DUNEDIN, Florida, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the DUNEDIN metropolitan area and surrounding communities.
How does Herbert Aloysius Pontzer charge for services?
Herbert Aloysius Pontzer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT 1ST ADVISORY GROUP LLC?
CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DUNEDIN
David George Stieh — CLIENT 1ST ADVISORY GROUP LLCMichelle Lais Mabry — CLIENT 1ST ADVISORY GROUP LLCCraig Scott Phillips — CLIENT 1ST ADVISORY GROUP LLCMorgan E Mabry — CLIENT 1ST ADVISORY GROUP LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile