AdvizorPro
First Financial Strategies INC

First Financial Strategies INC. CRD 110467

First Financial Strategies INC logo

CRD: 110467

First Financial Strategies INC

Phoenix, AZ, 85014
(602) 230-7721
firstfinancialstrategies.com
$13.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
22 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Platforms
--
Established Date
02-10-2004
Office Locations
1

Office Locations

1430 E Missouri Avenue Suite B-160 Phoenix AZ

About First Financial Strategies INC

First Financial Strategies Inc is a Phoenix, AZ RIA serving retail clients with financial and estate/tax planning and portfolio construction. Reported SMA allocation is ETF-heavy with a municipal bond sleeve and cash. Custody relationships include Charles Schwab. Website domain is currently parked for sale.

Team overview

-- AVG AGE
$13.3M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
9.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Custodian

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

J

JAMES ROBERT BARRONS JR

Chief Compliance Officer, Owner, President

CRD
#1345506
Ownership
25% but less than 50%
Available
Available
Available
K

KYLE RANDEL GALLETT

Chief Financial Officer, VICE PRESIDENT

CRD
--
Ownership
25% but less than 50%
Available
Available
Available

Showing 2 of 3 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
03-30-2012
Category Assets AVG. Account size
Discretionary $0 $653,347
Non-Discretionary $13,313,795 --
Total $13,313,795 $653,347

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Municipal Bonds:
Available
Other:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Municipal Bonds Available Available
Other Available Available
Total Available Available

Continue browsing

Other advisor firm profiles in Arizona

View all advisor firms in Arizona

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform