Be advised. This firm is no longer registered.

Clients First Wealth Management, LLC

Clients First Wealth Management, LLC (CRD# 160341) is a financial advisory firm headquartered in Grayling, MI. They manage $5,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Clients First Wealth Management, LLC
No Advisor Found.
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