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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 9, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MABRY, MICHELLE, LAIS | I | PRESIDENT | NA | Control |
| MABRY, MICHELLE, LAIS | I | PRESIDENT | NA | Control |
| MABRY, MICHELLE, LAIS | I | PRESIDENT | NA | Control |
| MABRY, MICHELLE, LAIS | I | PRESIDENT | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN, VICKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATIONS OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATING OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATIONS OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATING OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATIONS OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATING OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATIONS OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATING OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATIONS OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATING OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATIONS OFFICER | NA | |
| STIEH, DAVID, GEORGE | I | CHIEF OPERATING OFFICER | NA | |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PHILLIPS, CRAIG, SCOTT | I | PRESIDENT | E | Control |
| HEIL, CYNTHIA, PAYNE | I | VICE PRESIDENT | A | Control |
| HEIL, CYNTHIA, PAYNE | I | VICE PRESIDENT | A | Control |
| HEIL, CYNTHIA, PAYNE | I | VICE PRESIDENT | A | Control |
| HEIL, CYNTHIA, PAYNE | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Jan 9, 2013 REGISTERED
Notice Filings (5)
FL GA LA MS NH
Address
611 DRUID RD. ESUITE 707
CLEARWATER, FL 33756
United States
Phone: 727-450-2301