# YOU FIRST FINANCIAL LLC

YOU FIRST FINANCIAL LLC of HOLLADAY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 292984
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292984/similar
- Related entities: https://search.stillhousedata.com/firm/292984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292984

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.