USA FIRST FINANCIAL

RIASEC Registered

Total AUM

$91.6M

Discretionary

$91.6M

100% of AUM

Avg account

$91.6M

Accounts

Employees

Advisory reps

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 is organized as a limited liability company with an individual owner and a stated institutional client focus. The firm advertises a mix of advisory services that includes financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars/workshops. Its fee arrangements are flexible, including percentage-of-AUM, hourly, and fixed-fee options. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.