YOU FIRST FINANCIAL LLC

RIASEC Registered

Total AUM

$22.1M

Discretionary

$22.1M

100% of AUM

Avg account

$198K

Accounts

112

Employees

Advisory reps

Firm details

Headquarters: HOLLADAY, Utah
CRD number: 292984
Website: www.you-first.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals78.3%
HNWI21.7%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

YOU First Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and functions as a capital allocator, placing client capital with third‑party managers in addition to managing portfolios directly. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. Fee arrangements include percentage of AUM, fixed fees, and other fee structures. The firm identifies an industry affiliation with an insurance company and is not indicated as an active ESG investor.