FIRST TRUST DIRECT INDEXING L.P.

FIRST TRUST DIRECT INDEXING
BOSTON, Massachusetts·4 registered advisors·CRD# 297760
SEC# 801-1136672617-752-6010
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at FIRST TRUST DIRECT INDEXING L.P.

4 registered advisors
Gerald Ian Moore
BOSTON, Massachusetts
James Kendall Dilworth
BOSTON, Massachusetts
Joshua Janhwa Cheng
BOSTON, Massachusetts
CFA
Samuel Morris Carter
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. FIRST TRUST DIRECT INDEXING L.P. (CRD# 297760) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.