Client First Financial Advisors, LLC
Client First Financial Advisors, LLC (CRD# 141995) is a financial advisory firm headquartered in , . They manage $1,857,522 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Client First Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$265,360
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Client First Financial Advisors, LLC
1
Daniel Jankelunas (CRD# 2460695) is an Investment Advisor Representative working at Client First Financial Advisors, LLC in Coral Springs, FL and has over 29 years of experience in the finance industry.
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