RIA Intel›Advisers›Florida›FIRST TRUST INVESTMENT SOLUTIONS L.P.

FIRST TRUST INVESTMENT SOLUTIONS L.P.

Advisory

N·NAPLES, FL

Data as of May 29, 2024 · Source: SEC Form ADV

Total AUM
$518M
1-Year AUM Growth
+10.4%
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$518M
Discretionary AUM$518M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees7
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingSep 3, 2023
Latest FilingMay 29, 2024
🔒 Full AUM trend chart and 6 historical filings spanning 1+ years
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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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