Client First Capital, LLC
Client First Capital, LLC (CRD# 300684) is a financial advisory firm headquartered in San Diego, CA. They manage $192,959,718 in 221 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management193MILLION
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Total Number of Accounts221ACCOUNTS
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Average Account Value$873,121
- 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
- Selection of other advisers (including private fund managers)
CA, LA, NY, TX
Tom Lawson (CRD# 2344577) is an Investment Advisor Representative working at Client First Capital, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Amar Shah (CRD# 4787877) is an Investment Advisor Representative working at Client First Capital, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Cheri Turner (CRD# 7824769) is an Investment Advisor Representative working at Client First Capital, LLC in San Diego, CA and has 1 year of experience in the finance industry.