First Move Financial, LLC
RIAState Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$111K
Accounts
101
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289880
- Website
- www.firstmovefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., MY529
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals55.7%
- HNWI44.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
First Move Financial, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management services geared toward individuals and small businesses. Its pricing mixes percentage-of-assets, fixed fees and other fee arrangements. First Move is organized under individual ownership and does not describe itself as an active ESG investor or a multi-state adviser.
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
- Public Funds/Mutual Funds85%
- State & Local Bonds7%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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