CLIENT FIRST ADVISORS,INC.
Legal name: CLIENT 1ST ADVISORY GROUP
CRD #113085 SEC #801-60336 CLEARWATER, FL 727-450-2301
SEC Registered
Total AUM
$140.7M
Discretionary
$128.3M
Employees
8
Clients
101
Accounts
174
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2013 | $140.7M | $128.3M | $12.4M | 8 | 200 |
| Jan 2013 | $140.7M | $128.3M | $12.4M | 8 | 200 |
| Jan 2013 | $140.7M | $128.3M | $12.4M | 8 | 200 |
| Jan 2013 | $140.7M | $128.3M | $12.4M | 8 | 200 |
| Jan 2012 | $98.1M | $98.1M | $0 | 1 | 26 |
| Mar 2011 | $83.7M | $83.7M | $0 | 5 | -- |
| Mar 2010 | $65.5M | $65.5M | $0 | 5 | -- |
| Mar 2008 | $54.1M | $54.1M | $0 | 5 | -- |
| Mar 2007 | $52.7M | $52.7M | $0 | 5 | -- |
| Jun 2005 | $67.1M | $67.1M | $0 | 5 | -- |
| Sep 2004 | $55.9M | $55.9M | $0 | 5 | -- |
| Mar 2004 | $55.9M | $55.9M | $0 | 5 | -- |
| Mar 2002 | $72.2M | $72.2M | $0 | 5 | -- |
| Sep 2001 | $83.8M | $83.8M | $0 | 5 | -- |
DateJan 2013
Total AUM$140.7M
Discretionary$128.3M
Non-Disc.$12.4M
Employees8
Clients200
DateJan 2013
Total AUM$140.7M
Discretionary$128.3M
Non-Disc.$12.4M
Employees8
Clients200
DateJan 2013
Total AUM$140.7M
Discretionary$128.3M
Non-Disc.$12.4M
Employees8
Clients200
DateJan 2013
Total AUM$140.7M
Discretionary$128.3M
Non-Disc.$12.4M
Employees8
Clients200
DateJan 2012
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$83.7M
Discretionary$83.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees5
Clients--