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First Choice Financial Planning, LLC

First Choice Financial Planning, LLC. CRD 166363

F

CRD: 166363

First Choice Financial Planning, LLC

Alamogordo, NM
5754433551
www.firstchoicefinancialplanning.com
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Bridge valueVertex
Established Date
01-29-2013
Office Locations
1

Office Locations

-- Alamogordo NM

About First Choice Financial Planning, LLC

First Choice Financial Planning is an independent registered investment adviser providing personalized financial advice for individuals and families, including retirement planning and investment strategy. The firm emphasizes fiduciary guidance and portfolio construction using an asset-allocation and risk-management approach across public funds, mutual funds, ETFs, and fixed income. Securities may be offered through Raymond James; custody includes Charles Schwab.

Team overview

-- AVG AGE
$3.2M AVG AUM / ADVISOR
$101.7K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Catalyst Ember

Custodian

Beacon Horizon beacon Timber Glacier summit

Investment Themes

Vital legacy Insight focus

Investment Vehicles

Fusion vertex

Services

Frontier Bridge value Atlas oak North fusion Peak radial Radial ridge Catalyst horizon North Meridian Crest

Technology

Ember eagle Bridge beacon

Owner & Executives

I

IAN ROSS TOMLINSON

Managing Member - Cco, President

CRD
#2492696
Ownership
75% or more
(690) 618-2399
capital.quantum@northcapital.com
in linkedin.com/in/ember-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,152,000 --
Non-Discretionary $0 --
Total $3,152,000 --

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Separately Managed Accounts

Total SMA Asset: $3,152,000

$3.2M Total SMA
Public Funds:
30.9%
Cash:
29.9%
Equity - Exchange:
39.2%
Asset class Assets Assets %
Public Funds $598,293,161 30.9%
Cash $578,930,923 29.9%
Equity - Exchange $758,999,738 39.2%
Total $1,936,223,822 100.0%

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