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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
2.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Premium access reveals conviction themes in frontier beacon foundation.
Unlock to see real insight on bridge quantum pioneer.
Open the full profile to inspect shifts in unison eagle.
See the complete signal summary connected to insight crest.
See the complete signal summary connected to harbor.
Unlock to compare peer behavior around glacier zenith.
See the complete signal summary connected to optima ridge.
Upgrade to reveal position-level detail across harbor bridge.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |