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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search