|
⚲
|
| First Financial Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 105031 |
| SEC # | 801-20623 |
| CIK # | |
| AUM | $198.0 MM (2023-03-31) |
| Employees | 6 (100% Investors, 50% Brokers) |
| Phone | 401-596-0193 |
| Address | 85 Beach Street Westerly, RI 02891 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 398 | 121.6 |
| (b) Individuals (high net worth individuals) | 41 | 75.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,291 | 198.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,291 | 198.0 |
| Total | 1,291 | 198.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.0 | |
| Total | 1,291 | 198.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.2 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.2 |
|
Weitzel Financial Services Inc
✚
|
IA | 0.2 |
|
Familywealth Asset Management
✚
|
TX | 0.2 |
|
Investments & Financial Planning LLC
✚
|
KY | 0.2 |
|
BETO Financial Group LLC
✚
|
ID | 0.2 |
|
Cravens & Company Advisors LLC
✚
|
TN | 0.2 |
|
Napa Wealth Management Incorporated
✚
|
CA | 0.2 |
|
4J Wealth Management LLC
✚
|
VA | 0.2 |