|
⚲
|
| Keyboard |
| First Financial Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 105031 |
| SEC # | 801-20623 |
| CIK # | |
| AUM | 278.0 M (2026-04-21) |
| Employees | 7 (100% Investors, 43% Brokers) |
| Phone | 401-596-0193 |
| Address | 85 Beach Street Westerly, RI 02891 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 440 | 117.6 |
| (b) Individuals (high net worth individuals) | 76 | 158.8 |
| (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 | 1.7 |
| (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 | 1,071 | 278.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,071 | 278.0 |
| Total | 1,071 | 278.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.0 | |
| Total | 1,071 | 278.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
One Wealth Map LLC
✚
|
NV | 287.4 M |
|
Skyview Financial Group LLC
✚
|
FL | 286.6 M |
|
CornerStone Wealth LLC
✚
|
TN | 284.7 M |
|
Holder Wealth Management Inc
✚
|
IL | 284.0 M |
|
Ramiah Investment Group Inc
✚
|
WI | 283.3 M |
|
Lobscouser II LLC
✚
|
MO | 278.8 M |
|
JFR Financial Services Inc
✚
|
MI | 276.6 M |
|
Nestegg Advisors Inc
✚
|
NY | 272.7 M |
|
DAUS Financial Services LLC
✚
|
MI | 270.5 M |
|
Prosperity Wealth Planning LLC
✚
|
CA | 269.2 M |