FIRSTRUST LLC
Legal name: FIRSTRUST
CRD #111800 SEC #801-56812 DAYTONA BEACH, FL 386-788-3737
SEC Registered
Total AUM
$202.7M
Discretionary
$187.7M
Employees
7
Clients
101
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $202.7M | $187.7M | $15M | 7 | 0 |
| Mar 2024 | $200M | $187M | $13M | 7 | 0 |
| Mar 2023 | $180M | $168M | $12M | 8 | 2 |
| Sep 2022 | $188M | $177M | $11M | 9 | 2 |
| Mar 2022 | $188M | $177M | $11M | 9 | 2 |
| Jun 2021 | $177M | $166M | $11M | 9 | 2 |
| Mar 2021 | $177M | $166M | $11M | 9 | 2 |
| Jun 2020 | $170M | $162M | $8M | 9 | 0 |
| Jun 2020 | $170M | $162M | $8M | 9 | 0 |
| Apr 2020 | $170M | $162M | $8M | 9 | 0 |
| Jan 2020 | $155.5M | $148.5M | $7M | 10 | 3 |
| Apr 2019 | $155.5M | $148.5M | $7M | 10 | 3 |
| Mar 2019 | $140M | $133.5M | $6.5M | 10 | 3 |
| Dec 2018 | $132M | $132M | $0 | 10 | 0 |
| May 2018 | $132M | $132M | $0 | 10 | 0 |
| Mar 2018 | $132M | $132M | $0 | 10 | 0 |
| Apr 2017 | $208.5M | $127.7M | $80.8M | 13 | 100 |
| Apr 2017 | $226.5M | $157.7M | $68.8M | 13 | 100 |
| Mar 2017 | $226.5M | $157.7M | $68.8M | 13 | 100 |
| Mar 2016 | $163M | $113M | $50M | 13 | 100 |
| Aug 2015 | $172.5M | $122M | $50.5M | 14 | 26 |
| May 2015 | $172.5M | $122M | $50.5M | 14 | 26 |
| Mar 2015 | $172.5M | $122M | $50.5M | 14 | 26 |
| Aug 2014 | $183M | $130M | $53M | 17 | 26 |
| Mar 2014 | $127M | $125M | $2M | 17 | 125 |
| Dec 2013 | $143.8M | $142M | $1.8M | 10 | 125 |
| Apr 2013 | $143.8M | $142M | $1.8M | 10 | 125 |
| Mar 2012 | $146.8M | $145M | $1.8M | 6 | 125 |
| Nov 2011 | $155.3M | $144.6M | $10.7M | 6 | 101 |
| May 2011 | $155.3M | $144.6M | $10.7M | 10 | -- |
| Mar 2011 | $155.3M | $144.6M | $10.7M | 10 | -- |
| Feb 2009 | $133M | $120M | $13M | 10 | -- |
| Mar 2006 | $144M | $126M | $18M | 10 | -- |
| Sep 2005 | $127M | $108M | $19M | 10 | -- |
| Feb 2005 | $127M | $108M | $19M | 10 | -- |
| Aug 2004 | $112.7M | $93M | $19.7M | 10 | -- |
| Mar 2004 | $112.7M | $93M | $19.7M | 10 | -- |
| Sep 2001 | $60M | $60M | $0 | 10 | -- |
DateMar 2025
Total AUM$202.7M
Discretionary$187.7M
Non-Disc.$15M
Employees7
Clients0
DateMar 2024
Total AUM$200M
Discretionary$187M
Non-Disc.$13M
Employees7
Clients0
DateMar 2023
Total AUM$180M
Discretionary$168M
Non-Disc.$12M
Employees8
Clients2
DateSep 2022
Total AUM$188M
Discretionary$177M
Non-Disc.$11M
Employees9
Clients2
DateMar 2022
Total AUM$188M
Discretionary$177M
Non-Disc.$11M
Employees9
Clients2
DateJun 2021
Total AUM$177M
Discretionary$166M
Non-Disc.$11M
Employees9
Clients2
DateMar 2021
Total AUM$177M
Discretionary$166M
Non-Disc.$11M
Employees9
Clients2
DateJun 2020
Total AUM$170M
Discretionary$162M
Non-Disc.$8M
Employees9
Clients0
DateJun 2020
Total AUM$170M
Discretionary$162M
Non-Disc.$8M
Employees9
Clients0
DateApr 2020
Total AUM$170M
Discretionary$162M
Non-Disc.$8M
Employees9
Clients0
DateJan 2020
Total AUM$155.5M
Discretionary$148.5M
Non-Disc.$7M
Employees10
Clients3
DateApr 2019
Total AUM$155.5M
Discretionary$148.5M
Non-Disc.$7M
Employees10
Clients3
DateMar 2019
Total AUM$140M
Discretionary$133.5M
Non-Disc.$6.5M
Employees10
Clients3
DateDec 2018
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees10
Clients0
DateApr 2017
Total AUM$208.5M
Discretionary$127.7M
Non-Disc.$80.8M
Employees13
Clients100
DateApr 2017
Total AUM$226.5M
Discretionary$157.7M
Non-Disc.$68.8M
Employees13
Clients100
DateMar 2017
Total AUM$226.5M
Discretionary$157.7M
Non-Disc.$68.8M
Employees13
Clients100
DateMar 2016
Total AUM$163M
Discretionary$113M
Non-Disc.$50M
Employees13
Clients100
DateAug 2015
Total AUM$172.5M
Discretionary$122M
Non-Disc.$50.5M
Employees14
Clients26
DateMay 2015
Total AUM$172.5M
Discretionary$122M
Non-Disc.$50.5M
Employees14
Clients26
DateMar 2015
Total AUM$172.5M
Discretionary$122M
Non-Disc.$50.5M
Employees14
Clients26
DateAug 2014
Total AUM$183M
Discretionary$130M
Non-Disc.$53M
Employees17
Clients26
DateMar 2014
Total AUM$127M
Discretionary$125M
Non-Disc.$2M
Employees17
Clients125
DateDec 2013
Total AUM$143.8M
Discretionary$142M
Non-Disc.$1.8M
Employees10
Clients125
DateApr 2013
Total AUM$143.8M
Discretionary$142M
Non-Disc.$1.8M
Employees10
Clients125
DateMar 2012
Total AUM$146.8M
Discretionary$145M
Non-Disc.$1.8M
Employees6
Clients125
DateNov 2011
Total AUM$155.3M
Discretionary$144.6M
Non-Disc.$10.7M
Employees6
Clients101
DateMay 2011
Total AUM$155.3M
Discretionary$144.6M
Non-Disc.$10.7M
Employees10
Clients--
DateMar 2011
Total AUM$155.3M
Discretionary$144.6M
Non-Disc.$10.7M
Employees10
Clients--
DateFeb 2009
Total AUM$133M
Discretionary$120M
Non-Disc.$13M
Employees10
Clients--
DateMar 2006
Total AUM$144M
Discretionary$126M
Non-Disc.$18M
Employees10
Clients--
DateSep 2005
Total AUM$127M
Discretionary$108M
Non-Disc.$19M
Employees10
Clients--
DateFeb 2005
Total AUM$127M
Discretionary$108M
Non-Disc.$19M
Employees10
Clients--
DateAug 2004
Total AUM$112.7M
Discretionary$93M
Non-Disc.$19.7M
Employees10
Clients--
DateMar 2004
Total AUM$112.7M
Discretionary$93M
Non-Disc.$19.7M
Employees10
Clients--
DateSep 2001
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees10
Clients--