$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- Momentum harbor
- Established Date
- 11-18-2011
- Office Locations
- 1
Office Locations
2144 Seven Springs Blvd Suite 406 NEW Port Richey FL
About 1ST Financial LLC
1ST Financial LLC is a NEW Port Richey-based RIA. The firm has been operating for 14 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and LPL Financial. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Client Personas
Summit
Custodian
North Radial Legacy ember Unison
Fund Managers
Radial quantum
Investment Themes
Insight unison
Investment Vehicles
Oak Optima
Services
Capital eagle Zenith north Fusion vital
Technology
Fusion
Owner & Executives
L
LEO CHARLES WAGNER III
Investment Advisor, Managing Member
- CRD
- #2251146
- Ownership
- 75% or more
(905) 901-5819
signal.horizon@alphacapital.com
in linkedin.com/in/focus-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - OTC:
32.7% Equity - Exchange:
21.6% U.S. Government/Agency:
22.7% Cash:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $775,884,441 | 32.7% |
| Equity - Exchange | $512,510,824 | 21.6% |
| U.S. Government/Agency | $538,610,912 | 22.7% |
| Cash | $545,729,118 | 23.0% |
| Total | $2,372,735,295 | 100.0% |