FIDUCIARY FIRST ADVISORS, LLC
CRD #153645 SEC #801-71390 WAUSAU, WI 715-848-8110
SEC Registered
Total AUM
$147.7M
Discretionary
$147.7M
Employees
3
Clients
101
Accounts
353
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $147.7M | $147.7M | $0 | 3 | 0 |
| Feb 2021 | $130.5M | $130.5M | $0 | 3 | 0 |
| Jun 2020 | $130.5M | $130.5M | $0 | 3 | 0 |
| Mar 2020 | $130.5M | $130.5M | $0 | 3 | 0 |
| Nov 2019 | $143.8M | $143.8M | $0 | 5 | 0 |
| Mar 2019 | $143.8M | $143.8M | $0 | 5 | 0 |
| Oct 2018 | $187M | $187M | $0 | 5 | 0 |
| Sep 2018 | $187M | $187M | $0 | 5 | 0 |
| Mar 2018 | $187M | $187M | $0 | 5 | 0 |
| Mar 2017 | $141.8M | $141.8M | $0 | 5 | 159 |
| Feb 2016 | $147.5M | $147.5M | $0 | 5 | 159 |
| Aug 2015 | $145.7M | $145.7M | $0 | 5 | 160 |
| Feb 2015 | $145.7M | $145.7M | $0 | 5 | 160 |
| Feb 2015 | $145.7M | $145.7M | $0 | 5 | 160 |
| Feb 2014 | $136.9M | $136.9M | $0 | 5 | 250 |
| Feb 2014 | $136.9M | $136.9M | $0 | 5 | 250 |
| Feb 2014 | $136.9M | $136.9M | $0 | 5 | 250 |
| Jan 2014 | $136.9M | $136.9M | $0 | 5 | 250 |
| May 2013 | $108M | $108M | $0 | 6 | 200 |
| Feb 2013 | $108M | $108M | $0 | 6 | 200 |
| Feb 2013 | $108M | $108M | $0 | 6 | 200 |
| Feb 2013 | $108M | $108M | $0 | 6 | 200 |
| Sep 2012 | $96.2M | $96.2M | $0 | 1 | 200 |
| May 2012 | $96.2M | $96.2M | $0 | 1 | 200 |
| Mar 2012 | $96.2M | $96.2M | $0 | 1 | 200 |
| Mar 2012 | $91.8M | $91.8M | $0 | 1 | 200 |
| Feb 2012 | $91.8M | $91.8M | $0 | 1 | 200 |
| Sep 2011 | $55.3M | $55.3M | $0 | 5 | -- |
| Aug 2011 | $55.3M | $55.3M | $0 | 5 | -- |
| Apr 2011 | $55.3M | $55.3M | $0 | 5 | -- |
| Apr 2011 | $55.3M | $55.3M | $0 | 5 | -- |
| Mar 2011 | $55.3M | $55.3M | $0 | 5 | -- |
| Jan 2011 | $31.3M | $31.3M | $0 | 5 | -- |
| Sep 2010 | $31.3M | $31.3M | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees5
Clients159
DateFeb 2016
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees5
Clients159
DateAug 2015
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees5
Clients160
DateFeb 2015
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees5
Clients160
DateFeb 2015
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees5
Clients160
DateFeb 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients250
DateFeb 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients250
DateFeb 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients250
DateJan 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients250
DateMay 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees6
Clients200
DateSep 2012
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees1
Clients200
DateSep 2011
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--