F
CRD: 329276
First Financial Services, LLC
Little Rock, AR, 72202
5016660302
$103.2M Total AUM
$103.2M Disc. AUM
-- 3Y CAGR
5 Employees
91 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
1509 Mart Drive Suite B Little Rock AR
About First Financial Services, LLC
First Financial Services, LLC is a Little Rock-based RIA. The firm has been operating for 2 years. Managing $103.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$34.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Foundation Oak
Client Personas
Momentum Bridge
CRM
Crest radial
Investment Themes
Meridian element Vector peak Meridian atlas Summit prime Fusion fusion
Investment Vehicles
Signal Signal Peak
Services
North summit Insight Atlas Eagle Unison unison
Owner & Executives
THOMAS DIXON SANDERS
Owner
- CRD
- #1280319
- Ownership
- 75% or more
(202) 226-6283
atlas.horizon@atlascapital.com
in linkedin.com/in/catalyst-frontier
K
KRISTI DARLENE HOPKINS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(324) 379-2079
legacy.meridian@atlascapital.com
in linkedin.com/in/legacy-wave
Showing 2 of 2 owners & executives
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D
DONALD GLENN BAKER
Financial Advisor
- CRD
- #10639
(864) 564-6467
zenith.summit@quantumcapital.com
in linkedin.com/in/fusion-fusion
S
STEPHEN JOSEPH SANDERS
--
- CRD
- #2802569
(740) 523-2127
matrix.vertex@horizoncapital.com
in linkedin.com/in/value-value
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,158,530 | $523,647 |
| Non-Discretionary | $0 | -- |
| Total | $103,158,530 | $523,647 |
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Separately Managed Accounts
Total SMA Asset: $103,158,530
Public Funds:
8.8% Equity - Exchange:
5.2% Cash:
18.6% Corporate - Investment Grade:
23.4% Derivatives:
13.5% Municipal Bonds:
11.0% U.S. Government/Agency:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $171,139,483 | 8.8% |
| Equity - Exchange | $101,127,877 | 5.2% |
| Cash | $361,726,635 | 18.6% |
| Corporate - Investment Grade | $455,075,444 | 23.4% |
| Derivatives | $262,543,526 | 13.5% |
| Municipal Bonds | $213,924,354 | 11.0% |
| U.S. Government/Agency | $379,229,537 | 19.5% |
| Total | $1,944,766,856 | 100.0% |