YOU FIRST FINANCIAL LLC

YOU FIRST FINANCIAL LLC of HOLLADAY, UT is an SEC-registered investment adviser (CRD 292984). Regulatory assets under management: $22.1M.

Registration

• CRD: 292984
• Type: Registered investment adviser
• Location: 3115 EAST LION LANE, HOLLADAY, UT, 84121
• Phone: 518-312-9913
• Latest filing: 2026-03-17
• Regulatory AUM: $22.1M
• Discretionary AUM: $22.1M
• Clients: 2
• Accounts: 112

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, 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 292984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search