1st Portfolio, Inc.
1st Portfolio, Inc. (CRD# 134901) is a financial advisory firm headquartered in Fairfax, VA. They manage $152,662,056 in 420 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management153MILLION
Total Number of Accounts420ACCOUNTS
Average Account Value$363,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, TX, VA