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1ST WORLDWIDE ADVISORS, LLC.
1ST WORLDWIDE ADVISORS, LLC.
3 registered advisors
·
CRD# 133225
SEC# 801-69608
732-924-4102
01
Firm Overview
AUM
$29M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at 1ST WORLDWIDE ADVISORS, LLC.
3 registered advisors
Donald Jordan Donahue
CUMMING, Georgia
CRD# 1728761
John Francis Mahoney
CUMMING, Georgia
CRD# 2198689
William Louis Reinhard
CUMMING, Georgia
CRD# 4881163
05
Office Locations
CUMMING, Georgia
3 advisors
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Data sourced from SEC Form ADV filings. 1ST WORLDWIDE ADVISORS, LLC. (CRD# 133225) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.