FIRST FINANCIAL CONSULTING
Latest filing: Apr 26, 2024 (187 days ago)
AUM
$500,000,000
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
11
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
PASADENA, CA
517 SOUTH LAKE AVENUE, PASADENA, CA, UNITED STATES, 91101
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.5 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 149 | $0.1 |
| Average Individual AUM | $503,356 | |
| HNW | 440 | $0.4 |
| Average HNW AUM | $965,909 | |
| Retail Total | 589 | $0.5 |
| Average Retail AUM | $848,896 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DANIEL BECKWITH | PASADENA | CA | S66|2014-12-03 | CERTIFIED FINANCIAL PLANNER | |||||
| GREGORY WELBORN | PASADENA | CA | S63|1992-12-02 | ||||||
| SCOTT SOMMERS | PASADENA | CA | S63|1991-04-01 | CHARTERED FINANCIAL CONSULTANT | |||||
| CHAD GERMANN | PASADENA | CA | S63|2003-09-11|S66|2007-01-18 | ||||||
| CHRISTIAN WELBORN | PASADENA | CA | S66|2016-06-30 | ||||||
| CHRISTOPHER SIRAGANIAN | PASADENA | CA | S65|2015-10-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN GRIESINGER | PASADENA | CA | S63|2006-06-16|S65|2010-06-23 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA-07/02/2003 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV