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FIRSTRUST LLC

UUID88a550bd-b0e8-5e06-92ab-626c0c0e0991
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 111800 111800 1.0
sec_file_number 801-56812 801-56812

Profile

WebsiteHTTP://WWW.FINANCIALTEAM.COM
HQ CityDAYTONA BEACH
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • FIRSTRUST adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)202,700,000.0
  • RAUM (discretionary)187,700,000.0
  • Actionable assets182,700,000.0
  • Accounts128.0

Institutional Clients

  • Government AUM
  • Pension AUM11,700,000.0
  • Charitable AUM
  • HNW AUM171,000,000.0

As of 2025-03-07 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.