First Personal Financial Services Inc

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Assets, Funds, Holdings

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CAFR Data
First Personal Financial Services Inc
CRD #107236
SEC #801-44259
CIK #
AUM $474.0 MM (100% Disc, 100% US)
Employees9 (89% Investors, 0% Brokers)
Phone980-585-3390
Address521 E Morehead St
Charlotte, NC 28202-2619
Source [IAPD] [Website]
Total AUM ($MM)
4903922941969802000200620132020
Sector Holding Cap ($MM) Value ($MM)
IJH7.5
IVV7.3
MSFT865,660.07.1
NOBL6.6
DE51,090.06.6
ACN104,720.06.2
MKC18,380.06.2
AWK18,800.05.5
EWL5.4
IGIB5.3
View All
Holdings by Sector ($)
0.50.40.30.20.10.02013201520172020
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RDA Financial Network Inc
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