First Financial Equity Corporation

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Assets, Funds, Holdings

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First Financial Equity Corporation
CRD #16507
SEC #801-63970
CIK #0000768965
AUM
Employees 174 (73% Investors, 79% Brokers)
Phone480-951-0079
Address7047 E Greenway Parkway
Scottsdale, AZ 85254
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02004201020172024
Sector Form 13F Holdings Value ($M)
AT&T Inc 11.2
Apple Inc 10.1
Altria Group Inc 8.2
Verizon Communications Inc 7.8
Home Depot Inc 6.5
Philip Morris International Inc 6.4
Enterprise Products Partners L P 5.9
Wells Fargo & Co/MN 5.7
McDonalds Corp 5.6
Lockheed Martin Corp 5.4
View All
Holdings by Sector ($M)
60048036024012002016201620172018
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 3,971 1.1
(b) Individuals (high net worth individuals) 1,716 1.0
(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 64 0.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.2
(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 5,755 2.4
By Discretionary
Discretionary 5,346 2.1
Non-Discretionary 409 0.2
Total 5,755 2.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.4
Total 5,755 2.4
EDGAR Form CIK 2011 - 2025
13F-HR [0000768965]
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