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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2004
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 30, 2011 and March 30, 2012, reported AUM increased 29.5%, from $14.1M to $18.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $4.4M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on December 12, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
JAMES ROBERT BARRONS JR
Chief Compliance Officer, Owner, President
- CRD
- #1345506
- Ownership
- 25% but less than 50%
KYLE RANDEL GALLETT
Chief Financial Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $653,347 |
| Non-Discretionary | $13,313,795 | -- |
| Total | $13,313,795 | $653,347 |
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Separately Managed Accounts
SMA allocation detail is available
First Financial Strategies INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.