FIRSTRUST

FIRSTRUST 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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