CLIENT 1ST ADVISORY GROUP LLC

CLIENT 1ST ADVISORY GROUP
DUNEDIN, Florida·7 registered advisors·CRD# 167790
SEC# 801-780521727-450-2301
01

Firm Overview

AUM
$349M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLIENT 1ST ADVISORY GROUP LLC

7 registered advisors
Andrea Diane Mears
CLEARWATER, Florida
Craig Scott Phillips
DUNEDIN, Florida
David George Stieh
DUNEDIN, Florida
Herbert Aloysius Pontzer
DUNEDIN, Florida
Michelle Lais Mabry
DUNEDIN, Florida
Morgan E Mabry
DUNEDIN, Florida
Shaun Patrick Fedder
CLEARWATER, Florida
05

Office Locations

DUNEDIN, Florida
5 advisors
CLEARWATER, Florida
2 advisors

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Data sourced from SEC Form ADV filings. CLIENT 1ST ADVISORY GROUP LLC (CRD# 167790) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.