CLIENTFIRST FINANCIAL STRATEGIES, INC.
CRD #152628 SEC #801-71080 DAYTON, OH (937) 293-5500
SEC Registered
Total AUM
$176.4M
Discretionary
$174M
Employees
4
Clients
1
Accounts
509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $176.4M | $174M | $2.3M | 4 | 300 |
| Mar 2014 | $192.7M | $159.5M | $33.2M | 4 | 300 |
| Nov 2013 | $170.6M | $141.6M | $29M | 4 | 300 |
| Feb 2013 | $170.6M | $141.6M | $29M | 4 | 300 |
| Dec 2012 | $152.1M | $124.2M | $27.9M | 2 | 300 |
| Mar 2012 | $152.1M | $124.2M | $27.9M | 1 | 300 |
| Aug 2011 | $144.3M | $115.9M | $28.4M | 5 | -- |
| Mar 2011 | $144.3M | $115.9M | $28.4M | 5 | -- |
DateMar 2015
Total AUM$176.4M
Discretionary$174M
Non-Disc.$2.3M
Employees4
Clients300
DateMar 2014
Total AUM$192.7M
Discretionary$159.5M
Non-Disc.$33.2M
Employees4
Clients300
DateNov 2013
Total AUM$170.6M
Discretionary$141.6M
Non-Disc.$29M
Employees4
Clients300
DateFeb 2013
Total AUM$170.6M
Discretionary$141.6M
Non-Disc.$29M
Employees4
Clients300
DateDec 2012
Total AUM$152.1M
Discretionary$124.2M
Non-Disc.$27.9M
Employees2
Clients300
DateMar 2012
Total AUM$152.1M
Discretionary$124.2M
Non-Disc.$27.9M
Employees1
Clients300
DateAug 2011
Total AUM$144.3M
Discretionary$115.9M
Non-Disc.$28.4M
Employees5
Clients--
DateMar 2011
Total AUM$144.3M
Discretionary$115.9M
Non-Disc.$28.4M
Employees5
Clients--