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- Custodian
- Interactive Brokers · MID Atlantic · Prudential
- Clients
- Retail and Institutional
- Platforms
- Timber oakVertex optima +more
- Established Date
- 01-10-2019
- Office Locations
- 1
Office Locations
About Ability First
Ability First is a Phoenix-based planning firm led by CFP Seth Rosenberg, focused on tax-efficient financial planning for investors and small business owners. The team works alongside clients’ existing planners and tax advisors, delivering tax-mitigation strategies plus insurance-based investing and risk management (including premium financing, estate and private placement insurance) and retirement plan/recordkeeping support. It takes a limited number of new clients each year.
Team overview
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Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
SETH AARON ROSENBERG
Certified Financial Planner, Chief Executive Officer
- CRD
- #6414032
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $12,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,195,096,393 | 15.4% |
| Public Funds | $4,469,970,925 | 57.6% |
| Cash | $2,095,298,872 | 27.0% |
| Total | $7,760,366,190 | 100.0% |