CLIENT FIRST INVESTMENT MANAGEMENT LLC - Financial Advisor in Wisconsin, West Bend

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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