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| Client First Investment Management LLC
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| |
|---|---|
| CRD # | 282600 |
| SEC # | 801-123113 |
| CIK # | 0002018284 |
| AUM | $126.2 MM (2024-06-26) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 262-335-1700 |
| Address | 215 N Main Street West Bend, WI 53095 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 2.2 | |
| MSFT | 1,918,222.4 | 2.0 | |
| FNGO | 1.4 | ||
| V | 419,260.5 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 111.5 |
| (b) Individuals (high net worth individuals) | 7 | 11.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 3.5 |
| (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 | 3 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 126.2 |
| By Discretionary | ||
| Discretionary | 479 | 126.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 479 | 126.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.2 | |
| Total | 479 | 126.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002018284] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cobler Capital Management LLC
✚
|
KS | 0.1 |
|
Torrey Wealth LLC
✚
|
CA | 0.1 |
|
Avant Financial Advisors LLC
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|
TX | 0.1 |
|
Aspetuck Financial Management LLC
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|
CT | 0.1 |
|
Lifecourse Capital Inc
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|
AL | 0.1 |
|
Sustainable Investment Solutions LLC
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|
MA | 0.1 |
|
Black Capital Management LLC
✚
|
MO | 0.1 |
|
Liberty Asset Management Inc
✚
|
IL | 0.1 |
|
Rembrandt Financial Group LLC
✚
|
TX | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |