F
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-2007
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About First Light Financial
First Light Financial is a Colorado Springs-based RIA. The firm has been operating for 18 years. Managing $17.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
70 AVG AGE
$17.0M AVG AUM / ADVISOR
$355.1K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
D
DOUGLAS KEITH HOLDEN
Chief Compliance Officer, Owner, Principal
- CRD
- #2294086
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,044,689 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,044,689 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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