This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2018
- Office Locations
- 2
Office Locations
About YOU First Financial LLC
You First Financial LLC is a Holladay, UT RIA focused on retirement-oriented financial and investment planning. The team runs an education-first, no-sales goal process and provides a complimentary analysis covering budgeting/cash flow, tax strategies, Social Security maximization, and withdrawal planning, plus life, annuity, and long-term care insurance reviews (via an affiliate). They emphasize portfolio risk alignment using the Risk Number and give clients access to planning software.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID THOMAS KRAUSER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5656213
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Mark Jeffery Huber
Financial Service Advisor
- CRD
- #7458373
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,120,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing