|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| First Financial Services LLC
✚
|
|
|---|---|
| CRD # | 329276 |
| SEC # | 801-129538 |
| CIK # | |
| AUM | $100.8 M (2025-03-19) |
| Employees | 5 (60% Investors, 80% Brokers) |
| Phone | 501-666-0302 |
| Address | 1509 Mart Drive Little Rock, AR 72202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 17.5 |
| (b) Individuals (high net worth individuals) | 36 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 100.8 |
| By Discretionary | ||
| Discretionary | 204 | 100.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 204 | 100.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.8 | |
| Total | 204 | 100.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oldfield Wealth Partners LLC
✚
|
ME | 0.1 |
|
Canaccord Genuity Wealth Management USA Inc
✚
|
0.1 | |
|
Royal Palms Capital LLC
✚
|
CA | 0.1 |
|
Charles River Wealth Management LLC
✚
|
MA | 0.1 |
|
Wright Cove Capital LLC
✚
|
ME | 0.1 |
|
Eurocapital Advisors Inc
✚
|
FL | 0.1 |
|
Burne Financial Concepts LLC
✚
|
CT | 0.1 |
|
Wealth Engagement LLC
✚
|
GA | 0.1 |
|
The Quick Group LLC
✚
|
NY | 0.1 |
|
Rooted Financial Group LLC
✚
|
OR | 0.1 |