1ST PORTFOLIO, INC.
CRD #134901 SEC #801-78288 VIENNA, VA 703-821-5554
SEC Registered
Total AUM
$152.7M
Discretionary
$125.7M
Employees
6
Clients
1
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $190M | $163M | $27M | 6 | 187 |
| May 2015 | $190M | $163M | $27M | 6 | 187 |
| Mar 2015 | $190M | $163M | $27M | 6 | 163 |
| Mar 2015 | $178M | $151M | $27M | 6 | 163 |
| Jan 2015 | $152.7M | $125.7M | $27M | 6 | 171 |
| Nov 2014 | $152.7M | $125.7M | $27M | 6 | 171 |
| Mar 2014 | $152.7M | $125.7M | $27M | 6 | 171 |
| Feb 2014 | $145.8M | $117.8M | $28M | 6 | 100 |
| Nov 2013 | $145.8M | $117.8M | $28M | 6 | 100 |
| Jun 2013 | $145.8M | $117.8M | $28M | 6 | 100 |
DateMay 2015
Total AUM$190M
Discretionary$163M
Non-Disc.$27M
Employees6
Clients187
DateMay 2015
Total AUM$190M
Discretionary$163M
Non-Disc.$27M
Employees6
Clients187
DateMar 2015
Total AUM$190M
Discretionary$163M
Non-Disc.$27M
Employees6
Clients163
DateMar 2015
Total AUM$178M
Discretionary$151M
Non-Disc.$27M
Employees6
Clients163
DateJan 2015
Total AUM$152.7M
Discretionary$125.7M
Non-Disc.$27M
Employees6
Clients171
DateNov 2014
Total AUM$152.7M
Discretionary$125.7M
Non-Disc.$27M
Employees6
Clients171
DateMar 2014
Total AUM$152.7M
Discretionary$125.7M
Non-Disc.$27M
Employees6
Clients171
DateFeb 2014
Total AUM$145.8M
Discretionary$117.8M
Non-Disc.$28M
Employees6
Clients100
DateNov 2013
Total AUM$145.8M
Discretionary$117.8M
Non-Disc.$28M
Employees6
Clients100
DateJun 2013
Total AUM$145.8M
Discretionary$117.8M
Non-Disc.$28M
Employees6
Clients100