Clientfirst Financial Strategies Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Clientfirst Financial Strategies Inc ✚
CRD #	152628
SEC #	801-71080
CIK #
AUM
Employees	4 (25% Investors, 75% Brokers)
Phone	937-293-5500
Address	3033 Kettering Blvd Dayton, OH 45439
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(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	0	0.0
(h) Charitable organizations	0	0.0
(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	509	176.4
By Discretionary
Discretionary	503	174.0
Non-Discretionary	6	2.3
Total	509	176.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		176.4
Total	509	176.4

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