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| Client First Investment Management LLC
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|---|---|
| CRD # | 282600 |
| SEC # | 801-123113 |
| CIK # | 0002018284 |
| AUM | 271.9 M (2026-02-11) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 262-335-1700 |
| Address | 215 N Main Street West Bend, WI 53095 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 2.7 | ||
| Microsoft Corp | 1.3 | ||
| Visa Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 529 | 57.3 |
| (b) Individuals (high net worth individuals) | 67 | 41.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 171.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 1.1 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,578 | 271.9 |
| By Discretionary | ||
| Discretionary | 1,578 | 271.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,578 | 271.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.9 | |
| Total | 1,578 | 271.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002018284] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Retail |
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