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| Keyboard |
| 1st Discount Brokerage Inc
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|---|---|
| CRD # | 39164 |
| SEC # | 801-132978 |
| CIK # | 0000949918 |
| AUM | 131.4 M (2026-03-31) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 561-515-3200 |
| Address | 8927 Hypoluxo Road Lake Worth, FL 33467 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 9.6 |
| (b) Individuals (high net worth individuals) | 83 | 118.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 131.4 |
| By Discretionary | ||
| Discretionary | 253 | 76.5 |
| Non-Discretionary | 99 | 54.9 |
| Total | 352 | 131.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.4 | |
| Total | 352 | 131.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Professional Trading Services Brokerage LLC
✚
|
NJ | 131.7 M |
|
Teplitz Financial Group LLC
✚
|
NJ | 131.7 M |
|
Corinthian Wealth Management Inc
✚
|
CA | 131.7 M |
|
LMPG Wealth Advisors LLC
✚
|
FL | 131.7 M |
|
The Breit Group LLC
✚
|
NC | 131.6 M |
|
AWR Investment Management LLC
✚
|
CA | 131.6 M |
|
Imprint Wealth LLC
✚
|
SC | 131.6 M |
|
Uplevel Wealth LLC
✚
|
OR | 131.4 M |
|
Layline Advisors LLC
✚
|
NY | 131.3 M |
|
Seattle Wealth Management LLC
✚
|
WA | 131.3 M |