1ST CONSUMER ADVISORY GROUP LLC

GREENWOOD VILLAGE, Colorado·3 registered advisors·CRD# 169633
SEC# 801-78825(720) 242-8027
01

Firm Overview

AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at 1ST CONSUMER ADVISORY GROUP LLC

3 registered advisors
Craig Arnold Sorenson
GREENWOOD VILLAGE, Colorado
Kimberly Suzanne Paterson
GREENWOOD VILLAGE, Colorado
Wanda Wallace Newman
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. 1ST CONSUMER ADVISORY GROUP LLC (CRD# 169633) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.