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| Happy Holidays!! thanks for using AUM13F!! |
| Client First Investment Management LLC
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| CRD # | 282600 |
| SEC # | 801-123113 |
| CIK # | 0002018284 |
| AUM | $184.4 M (2025-05-15) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 262-335-1700 |
| Address | 215 N Main Street West Bend, WI 53095 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002018284 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.2 | ||
| Lilly Eli & Co | 1.9 | ||
| Bank of Montreal /Can/ | 1.3 | ||
| VISA Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 541 | 106.2 |
| (b) Individuals (high net worth individuals) | 42 | 63.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 14.1 |
| (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 | 2 | 0.3 |
| (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 | 1,391 | 184.4 |
| By Discretionary | ||
| Discretionary | 1,391 | 184.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,391 | 184.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.4 | |
| Total | 1,391 | 184.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002018284] |
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|---|---|---|
|
Treetop Wealth Management LLC
✚
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IL | 0.2 |
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Kenneth Frenke & Co Inc
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NC | 0.2 |
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The Kieckhefer Group
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WI | 0.2 |
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Kinetic Wealth Investment Advisors LLC
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OH | 0.2 |
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Evansbrook LLC
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0.2 | |
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Future Financial Wealth Management Group LLC
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OH | 0.2 |
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Sheridan Capital Management LLC
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CA | 0.2 |
|
Everest Wealth Management LLC
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KS | 0.2 |
|
Frazier Financial Consultants LLC
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NC | 0.2 |
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QCA Capital Management Inc
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CA | 0.2 |