1ST PORTFOLIO, INC.
Legal name: 1ST PORTFOLIO WEALTH ADVISORS
CRD #269855 SEC #801-106516 FAIRFAX, VA 703-821-5554
SEC Registered
Total AUM
$197.4M
Discretionary
$171.5M
Employees
6
Clients
1
Accounts
681
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2017
- 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 |
|---|---|---|---|---|
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| REBIBO, MICHAEL, JAMES | I | PRESIDENT AND CHIEF EXECUTIVE OFFER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, WILLIAM, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
| WASHINGTONFIRST BANKSHARES, INC. | DE | OWNER | E | Control |
Registrations
Federal
IA
Mar 16, 2017 REGISTERED
Notice Filings (6)
CA DC FL MD TX VA
Address
12700 FAIR LAKES CIRCLESUITE 450
FAIRFAX, VA 22033
United States
Phone: 703-821-5554