CLIENTFIRST FINANCIAL STRATEGIES, INC.

DAYTON, Ohio·2 registered advisors·CRD# 152628
SEC# 801-71080(937) 293-5500
01

Firm Overview

AUM
$176M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: % OF ADVISED ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLIENTFIRST FINANCIAL STRATEGIES, INC.

2 registered advisors
Lawrence Patrick Ryan
DAYTON, Ohio
Stanley James Katz
DAYTON, Ohio
05

Office Locations

DAYTON, Ohio
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CLIENTFIRST FINANCIAL STRATEGIES, INC. (CRD# 152628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.