CLIENTFIRST FINANCIAL STRATEGIES, INC.
CLIENTFIRST FINANCIAL STRATEGIES, INC. of DAYTON, OH is an SEC-registered investment adviser (CRD 152628). Regulatory assets under management: $176.4M.
Registration
- CRD: 152628
- SEC file number: 801-71080
- Type: Registered investment adviser
- Location: 3033 KETTERING BLVD., SUITE 326, DAYTON, OH, 45439
- Phone: (937) 293-5500
- Latest filing: 2015-03-16
- Regulatory AUM: $176.4M
- Discretionary AUM: $174.0M
- Non-discretionary AUM: $2.3M
- Clients: 4
- Accounts: 509
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| RYAN G PATRICK | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| Ryan R Patrick | CHIEF COMPLIANCE OFFICER | BEND, OR |
| KATZ STANLEY JAMES | PRESIDENT | — |
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