RIA Intel›Advisers›Ohio›CLIENTFIRST FINANCIAL STRATEGIES, INC.

CLIENTFIRST FINANCIAL STRATEGIES, INC.

Advisory

N·DAYTON, OH

Data as of Mar 16, 2015 · Source: SEC Form ADV

Total AUM
$176M
1-Year AUM Growth
-8.5%
3-Year CAGR
+5.1%
Employees
1
Assets Under Management
Total AUM$176M
Discretionary AUM$174M
Non-Discretionary AUM$2M
Discretionary %98.7%
Total Clients—
Team
Total Employees1
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingFeb 1, 2010
Latest FilingMar 16, 2015
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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