CLIENT FIRST FINANCIAL ADVISORS, LLC

CLIENT FIRST FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 141995). Regulatory assets under management: $6.3M.

Registration

• CRD: 141995
• Type: Registered investment adviser
• Phone: 954-757-0940
• Latest filing: 2026-03-23
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search