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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $197.4M | $171.5M | $25.9M | 6 | 187 |
| Dec 2016 | $194.6M | $169.1M | $25.5M | 6 | 183 |
| Mar 2016 | $194.6M | $169.1M | $25.5M | 6 | 183 |
| Mar 2016 | $194.6M | $169.1M | $25.5M | 6 | 183 |
| Aug 2015 | $193M | $166M | $27M | 6 | 187 |
| Aug 2015 | $193M | $166M | $27M | 6 | 187 |
| Aug 2015 | $193M | $166M | $27M | 6 | 187 |
| Aug 2015 | $193M | $166M | $27M | 6 | 187 |
DateMar 2017
Total AUM$197.4M
Discretionary$171.5M
Non-Disc.$25.9M
Employees6
Clients187
DateDec 2016
Total AUM$194.6M
Discretionary$169.1M
Non-Disc.$25.5M
Employees6
Clients183
DateMar 2016
Total AUM$194.6M
Discretionary$169.1M
Non-Disc.$25.5M
Employees6
Clients183
DateMar 2016
Total AUM$194.6M
Discretionary$169.1M
Non-Disc.$25.5M
Employees6
Clients183
DateAug 2015
Total AUM$193M
Discretionary$166M
Non-Disc.$27M
Employees6
Clients187
DateAug 2015
Total AUM$193M
Discretionary$166M
Non-Disc.$27M
Employees6
Clients187
DateAug 2015
Total AUM$193M
Discretionary$166M
Non-Disc.$27M
Employees6
Clients187
DateAug 2015
Total AUM$193M
Discretionary$166M
Non-Disc.$27M
Employees6
Clients187