FIRST DUE FINANCIAL LLC

FIRST DUE FINANCIAL LLC of WAREHAM, MA is an SEC-registered investment adviser (CRD 335454). Regulatory assets under management: $1.9M.

Registration

• CRD: 335454
• Type: Registered investment adviser
• Location: 245 MAIN STREET, WAREHAM, MA, 02571
• Phone: 508-273-7003
• Latest filing: 2026-02-11
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335454 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search