Adaptfirst Investments LLC

Adaptfirst Investments LLC (CRD# 289096) is a financial advisory firm headquartered in , . They manage $55,304,957 in 836 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
https://www.facebook.com/adaptfirst/
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    836
    ACCOUNTS
  • Average Account Value
    $66,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, MD, NC, NY, OH, SC, TX

Financial Advisors at Adaptfirst Investments LLC
Showing 11 - 12 of 12 top financial advisors.
11
George Kitchen, financial advisor Mebane NC
George H. Kitchen
CRD#: 4746775
Mebane, NC

George Kitchen (CRD# 4746775) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Mebane, NC and has over 13 years of experience in the finance industry.

12
Bobby Wright, financial advisor Kernersville NC
Bobby J. Wright
CRD#: 7306549
109 East Mountain Street, Suite A, Kernersville, NC 27284

Bobby Wright (CRD# 7306549) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Kernersville, NC and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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