RIA Intel›Advisers›Wisconsin›CLIENT FIRST INVESTMENT MANAGEMENT LLC

CLIENT FIRST INVESTMENT MANAGEMENT LLC

Advisory

N·WEST BEND, WI

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM
$272M
1-Year AUM Growth
+46.1%
3-Year CAGR
+13.2%
Employees
6
Assets Under Management
Total AUM$272M
Discretionary AUM$272M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients586
Team
Total Employees6
Investment Advisers16
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingDec 23, 2021
Latest FilingFeb 11, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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