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First DUE Financial LLC

First DUE Financial LLC. CRD 335454

First DUE Financial LLC logo

CRD: 335454

First DUE Financial LLC

Wareham, MA, 02571
5082737003
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Prudential
Clients
Retail
Platforms
--
Established Date
09-30-2025
Office Locations
1

Office Locations

245 Main Street Suite 205 Wareham MA

About First DUE Financial LLC

First Due Financial is a Massachusetts-registered investment adviser and insurance agency serving first responders, families, and business owners. The firm provides financial planning (budgeting through retirement) alongside insurance and investing guidance. Founded by former firefighter/paramedic Andrew McAlarney (ex MassMutual, Prudential), it emphasizes transparent pricing and is reported to custody through Schwab.

Team overview

-- AVG AGE
$1.9M AVG AUM / ADVISOR
$380.0K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Bridge Vertex

Client Personas

Ember Quantum

Custodian

Ridge Oak bridge Glacier signal Vertex

Investment Themes

Element vital Pathway

Investment Vehicles

Wave

Services

Oak Ember Value Delta Peak Crest

Owner & Executives

A

Andrew Thomas McAlarney

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#6902601
Ownership
75% or more
(366) 860-9144
quantum.fusion@harborcapital.com
in linkedin.com/in/prime-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 $1,900,000 --
Non-Discretionary $0 --
Total $1,900,000 --

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Separately Managed Accounts

Total SMA Asset: $1,900,000

$1.9M Total SMA
Public Funds:
46.9%
Cash:
14.8%
Equity - Exchange:
38.3%
Asset class Assets Assets %
Public Funds $1,802,421,209 46.9%
Cash $568,781,107 14.8%
Equity - Exchange $1,471,913,269 38.3%
Total $3,843,115,585 100.0%

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