Client First Investment Management LLC

Client First Investment Management LLC (CRD# 282600) 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).

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
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Client First Investment Management LLC
No Advisor Found.
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