CRD: 105031
First Financial Advisory Services INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- LegacyBridge element +more
- Established Date
- 01-24-1984
- Office Locations
- 1
Office Locations
About First Financial Advisory Services INC
First Financial Advisory Services, Inc. is an independently owned, SEC-registered RIA providing fiduciary financial planning and asset management for individuals navigating life transitions—from new savers to seasoned investors. The firm emphasizes objective, independent advice and can coordinate tax preparation via referral. Portfolios commonly use asset allocation with ETFs and mutual funds; brokerage services are available through Cetera/First Allied.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GERALDINE BUTERA CUNNINGHAM
President, TREASURER
- CRD
- #1093600
- Ownership
- 75% or more
MATTHEW JOSEPH CUNNINGHAM
Chief Compliance Officer, Secretary
- CRD
- #5298864
- Ownership
- Less than 5%
Capital radial
North prime
- CRD
- #74864
- Ownership
- 24.0%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $278,038,908 | $259,607 |
| Total | $278,038,908 | $259,607 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $278,038,908
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,391,874,364 | 21.7% |
| Public Funds | $942,882,634 | 14.7% |
| Private Funds | $641,416,758 | 10.0% |
| Cash | $788,942,612 | 12.3% |
| Other | $1,064,751,818 | 16.6% |
| Sovereign Bonds | $1,584,299,391 | 24.7% |
| Total | $6,414,167,577 | 100.0% |