CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD #282600 SEC #801-123113 WEST BEND, WI 262-335-1700
SEC Registered
Total AUM
$184.4M
Discretionary
$184.4M
Employees
16
Clients
--
Accounts
1,391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $184.4M | $184.4M | $0 | 16 | 8 |
| Mar 2025 | $184.4M | $184.4M | $0 | 17 | 8 |
| Nov 2024 | $126.2M | $126.2M | $0 | 14 | 65 |
| Sep 2024 | $126.2M | $126.2M | $0 | 14 | 65 |
| Jun 2024 | $126.2M | $126.2M | $0 | 14 | 65 |
| Apr 2024 | $126.2M | $126.2M | $0 | 14 | 65 |
| Mar 2024 | $126.2M | $126.2M | $0 | 15 | 65 |
| Aug 2023 | $128.2M | $128.2M | $0 | 15 | 0 |
| May 2023 | $128.2M | $128.2M | $0 | 15 | 0 |
| Mar 2023 | $128.2M | $128.2M | $0 | 16 | 0 |
| Dec 2022 | $125M | $125M | $0 | 16 | 10 |
| Dec 2022 | $125M | $125M | $0 | 15 | 10 |
| Oct 2022 | $125.8M | $125.8M | $0 | 14 | 10 |
| Jul 2022 | $125.8M | $125.8M | $0 | 14 | 10 |
| May 2022 | $125.8M | $125.8M | $0 | 13 | 10 |
| May 2022 | $125.8M | $125.8M | $0 | 13 | 10 |
| Mar 2022 | $125.8M | $125.8M | $0 | 12 | 10 |
| Feb 2022 | $125.8M | $125.8M | $0 | 12 | 10 |
| Jan 2022 | $125.8M | $125.8M | $0 | 12 | 10 |
| Jan 2022 | $125.8M | $125.8M | $0 | 12 | 10 |
| Dec 2021 | $125.8M | $125.8M | $0 | 12 | 10 |
DateMay 2025
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees16
Clients8
DateMar 2025
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees17
Clients8
DateNov 2024
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees14
Clients65
DateSep 2024
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees14
Clients65
DateJun 2024
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees14
Clients65
DateApr 2024
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees14
Clients65
DateMar 2024
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees15
Clients65
DateAug 2023
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees15
Clients0
DateMay 2023
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees16
Clients0
DateDec 2022
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees16
Clients10
DateDec 2022
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees15
Clients10
DateOct 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees14
Clients10
DateJul 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees14
Clients10
DateMay 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees13
Clients10
DateMay 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees13
Clients10
DateMar 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees12
Clients10
DateFeb 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees12
Clients10
DateJan 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees12
Clients10
DateJan 2022
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees12
Clients10
DateDec 2021
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees12
Clients10