Client 1ST Advisory is an investment advisor in Clearwater with $285.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462205726
SEC advisor number
801-78052
FINRA CRD number
167790
AUM ?
$292.05 mm
(as of 15 Aug 23)
Accounts
314
(as of 15 Aug 23)
Employees
6
(5 investment advisory or research)
Address
Client 1ST Advisory
611 DRUID RD EAST
SUITE 707
CLEARWATER
FL 33756
611 DRUID RD EAST
SUITE 707
CLEARWATER
FL 33756
Phone
727-450-2301
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
23 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21