Client First Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159254
- Website
- clientfirstadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.89%
- Individuals8.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Client First Advisors, LLC operates as a limited liability company focusing on providing portfolio management services primarily for individuals and small businesses. The firm is owned by an individual and does not classify itself under a specific category. Client First Advisors emphasizes a fee structure based on a percentage of assets under management. Although the firm does not actively pursue ESG investments, it has carved out a niche in managing portfolios that cater to the unique needs of its clientele.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
John Coppola
CEOCRD 4457045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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