CLIENT FIRST FINANCE LLC

CLIENT FIRST FINANCE LLC is an SEC-registered investment adviser (CRD 135642).

Registration

• CRD: 135642
• Type: Registered investment adviser
• Phone: 408-472-5655
• Latest filing: 2026-03-17
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135642 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search