Be advised. This firm is no longer registered.

Clientfirst Financial Strategies, Inc.

Clientfirst Financial Strategies, Inc. (CRD# 152628) is a financial advisory firm headquartered in Dayton, OH. They manage $176,366,903 in 509 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3033 Kettering Blvd., Suite 326, Dayton, OH 45439
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $346,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, OH, SC

Financial Advisors at Clientfirst Financial Strategies, 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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