Firstadvisor, LLC
Firstadvisor, LLC (CRD# 135764) is a financial advisory firm headquartered in Wilmington, DE. They manage $8,212,863 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$157,940
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, PA
Financial Advisors at Firstadvisor, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.