1ST FINANCIAL LLC

1ST FINANCIAL LLC of NEW PORT RICHEY, FL is an SEC-registered investment adviser (CRD 159015). Regulatory assets under management: $5.0M.

Registration

• CRD: 159015
• Type: Registered investment adviser
• Location: 2144 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL, 34655
• Phone: 727-777-4269
• Latest filing: 2026-03-25
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search