1ST PORTFOLIO, INC.

1ST PORTFOLIO, INC. of FAIRFAX, VA is an SEC-registered investment adviser (CRD 269855). Regulatory assets under management: $197.4M.

Registration

• CRD: 269855
• SEC file number: 801-106516
• Type: Registered investment adviser
• Location: 12700 FAIR LAKES CIRCLE, SUITE 450, FAIRFAX, VA, 22033
• Phone: 703-821-5554
• Latest filing: 2017-03-16
• Regulatory AUM: $197.4M
• Discretionary AUM: $171.5M
• Non-discretionary AUM: $25.9M
• Clients: 6
• Accounts: 681

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 269855 on SEC IAPD (source of record)
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