PLAN FIRST WEALTH LLC
Tel: 646 201 4865 500 West Putnam Ave Ste 400 Greenwich, Connecticut 06830
About PLAN FIRST WEALTH LLC
PLAN FIRST WEALTH LLC is a Greenwich, Connecticut based financial advisory firm with nearly $120,370,038 in assets under management and provides investment advisory services for 221 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
289185
Firm SEC#:
801-114931
Assets Under Management:
$120,370,038
No. of Clients:
221
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters, Education seminars/workshops
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