CRD: 141995
Client First Financial Advisors, LLC
Coral Springs, FL
9547570940
$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
21 yrs Firm Age
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- Custodian
- Folio Investments · Interactive Brokers · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2005
- Office Locations
- 1
Office Locations
-- Coral Springs FL
About Client First Financial Advisors, LLC
Client First Financial Advisors, LLC is a Coral Springs-based RIA. The firm has been operating for 21 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Folio Investments and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$632.5K AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Vital bridge Matrix Pathway ridge Fusion alpha
Investment Themes
Optima Pathway Vertex glacier
Investment Vehicles
Oak
Services
Signal Meridian wave Glacier Alpha Zenith peak Oak
Owner & Executives
D
DANIEL THOMAS JANKELUNAS JR
Chief Compliance Officer, Managing Member
- CRD
- #2460695
- Ownership
- 75% or more
(511) 816-8403
alpha.optima@foundationcapital.com
in linkedin.com/in/delta-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,325,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,325,100 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,325,100
Equity - OTC:
11.6% Other:
10.7% Cash:
46.4% Equity - Exchange:
14.5% Public Funds:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $383,630,622 | 11.6% |
| Other | $353,866,177 | 10.7% |
| Cash | $1,534,522,489 | 46.4% |
| Equity - Exchange | $479,538,278 | 14.5% |
| Public Funds | $555,602,970 | 16.8% |
| Total | $3,307,160,536 | 100.0% |