USA First Financial

RIASEC Registered
Total AUM
$91.6M
Discretionary
$91.6M
100% of AUM
Avg account
$91.6M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Indianapolis, Indiana
CRD number
318453
Website
www.usafirstfinancial.com
Custodians
NATIONAL BANK OF INDIANAPOLIS, OLD NATIONAL BANK, PNC INVESTMENTS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • State / Municipal Government100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

USA First Financial operates as a privately owned limited liability company that provides advisory services primarily to institutional clients. The firm bills through a mix of percentage-of-AUM fees, hourly charges and fixed fees, and offers financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting work and educational seminars or workshops. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 95%, Cash & Cash Equivalents 5%95%
  • US Government Bonds95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Keith Graves

    Keith Graves

    Managing PartnerCRD 2896847

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
5928 Brendonridge Ct S
Time zone
ET (UTC-5)
Office locations

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