CLIENT FIRST INVESTMENT MANAGEMENT LLC
Tel: 262-335-1700 215 N. Main Street Suite 1040 West Bend, Wisconsin 53095
About CLIENT FIRST INVESTMENT MANAGEMENT LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC is a West Bend, Wisconsin based financial advisory firm with nearly $126,177,235 in assets under management and provides investment advisory services for 479 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
282600
Firm SEC#:
801-123113
Assets Under Management:
$126,177,235
No. of Clients:
479
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS)
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