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| Happy Holidays!! thanks for using AUM13F!! |
| First Financial Advisory Services Inc
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|---|---|
| CRD # | 105031 |
| SEC # | 801-20623 |
| CIK # | |
| AUM | $250.0 M (2025-03-19) |
| Employees | 6 (100% Investors, 50% Brokers) |
| Phone | 401-596-0193 |
| Address | 85 Beach Street Westerly, RI 02891 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 117.3 |
| (b) Individuals (high net worth individuals) | 68 | 131.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 250.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,085 | 250.0 |
| Total | 1,085 | 250.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.0 | |
| Total | 1,085 | 250.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiscal Wisdom Wealth Management LLC
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|
CT | 0.3 |
|
Trunorth Financial Services Inc
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|
PA | 0.3 |
|
Krane Financial Solutions LLC
✚
|
CA | 0.3 |
|
Ramiah Investment Group Inc
✚
|
WI | 0.3 |
|
Wealth Management Strategies Inc
✚
|
PA | 0.3 |
|
Holder Wealth Management Inc
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|
IL | 0.2 |
|
CornerStone Wealth LLC
✚
|
TN | 0.2 |
|
Wealth Intelligence LLC
✚
|
GA | 0.2 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.2 |
|
Valuewealth Services LLC
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|
MD | 0.2 |