FIRST FINANCIAL STRATEGIES INC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 110467
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.46%
- Individuals2.54%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
First Financial Strategies Inc. operates as a corporation focused on providing financial advisory services primarily to individuals and families. The firm engages in portfolio management and the selection of other advisers, emphasizing a personalized approach to wealth management. As a capital allocator, First Financial Strategies Inc. is involved in various investment activities, although it does not actively pursue ESG investments. The firm is structured to charge fees based on a percentage of assets under management, aligning its interests with those of its clients.
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 Equities76%
- Cash & Cash Equivalents17%
- State & Local Bonds6%
- Other1%
Contacts
3 of 3JAMES BARRONS
OwnerCRD 1345506
KYLE GALLETT
Vice PresidentCRD 1681879
Laura Walters
OwnerCRD 6653294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 1430 E Missouri Ave
- Time zone
- MT (UTC-7)
- Office locations
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