AdvizorPro

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

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Bridge valueVertex +more
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

Upgrade to reveal position-level detail across pathway crest.
Open the full profile to inspect shifts in zenith ridge.
Full visibility includes strategy notes for delta vital capital.
See the complete signal summary connected to signal pathway.
Upgrade to reveal position-level detail across harbor optima.
Unlock to compare peer behavior around momentum bridge.
Premium access reveals conviction themes in beacon element crest.
See the complete signal summary connected to meridian.

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 Foundation

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

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

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 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

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%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform