This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About First Down Financial
First Down Financial is a Florida-based RIA focused on personalized financial planning for individuals and families, emphasizing retirement income planning, legacy goals, and tax-efficient strategies coordinated with clients’ tax professionals. Portfolios are built primarily with ETFs alongside fixed income and cash for stability and laddered growth. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN MARK RUFF
--
- CRD
- --
- Ownership
- 50% but less than 75%
STEPHEN JOHN VETTOREL
Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #2305440
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing