CLIENT 1ST ADVISORY GROUP LLC of DUNEDIN, FL is an SEC-registered investment adviser (CRD 167790). Regulatory assets under management: $511.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Michelle Lais Mabry | CHIEF EXECUTIVE OFFICER | — |
| David George Stieh | CHIEF COMPLIANCE OFFICER | — |
| Craig Scott Phillips | CO-FOUNDER | — |
| Morgan E Mabry | CHIEF INVESTMENT OFFICER | — |
| PHILLIPS CRAIG SCOTT | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER (+5 more) | — |
| MORGAN VICKI | CHIEF COMPLIANCE OFFICER | — |
| STIEH DAVID GEORGE | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS / MANAGING MEMBER (+1 more) | — |
| PONTZER HERBERT ALOYSIUS | CHIEF COMPLIANCE OFFICER | — |
| MEARS ANDREA DIANE | CHIEF INVESTMENT OFFICER | — |
| MABRY MICHELLE LAIS | CHIEF EXECUTIVE OFFICER; OWNER; PRESIDENT (+2 more) | — |
| Fedder Shaun Patrick | MANAGING MEMBER | — |
| MABRY MORGAN E | CHIEF INVESTMENT OFFICER | — |