FIRSTRUST LLC

FIRSTRUST LLC of DAYTONA BEACH, FL is an SEC-registered investment adviser (CRD 111800). Regulatory assets under management: $250.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (10)

NameRoleLocation
Michael T KoenigFOUNDING PARTNER / CHAIRMAN
Christopher Wood CannonCHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER
William James KearneyPRESIDENT
KOENIG MICHAEL TCHIEF EXECUTIVE OFFICER; FOUNDING PARTNER / CHAIRMAN; MANAGING PARTNER
CANNON CHRISTOPHER WOODCHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; DIRECTOR OF INVESTMENT DIVISION (+1 more)
KEARNEY WILLIAM JAMESDEPUTY MANAGING PARTNER; EXECUTIVE DIRECTOR; EXECUTIVE OFFICER (+1 more)
CANNON MICHELLECHIEF OPERATIONS OFFICER
CHARLTON BRIANCHIEF FINANCIAL OFFICER; DIRECTOR OF OPERATIONS
BLIZZARD SUSANEXECUTIVE ASSISTANT
BRADHAM JULIAN CHARLESEXECUTIVE DIRECTOR

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