CLIENT FIRST ADVISORS, LLC

CHAPEL HILL, North Carolina·1 registered advisor·CRD# 159254
SEC# 801-72804919 942-7979
01

Firm Overview

AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CLIENT FIRST ADVISORS, LLC

1 registered advisor
Douglas Charles Coppola
CHAPEL HILL, North Carolina
05

Office Locations

CHAPEL HILL, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. CLIENT FIRST ADVISORS, LLC (CRD# 159254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.