Be advised. This firm is no longer registered.

Client First Investment Management, Inc.

Client First Investment Management, Inc. (CRD# 155301) is a financial advisory firm headquartered in West Bend, WI. They manage $30,701,912 in 375 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
215 N. Main Street, Suite 206, West Bend, WI 53095
http://www.clientfirstria.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $81,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Client First Investment Management, Inc.
No Advisor Found.

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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