1 St Global Advisors Inc is a large advisory firm based in Dallas. It manages $10.82 billion of regulatory assets for 30,580 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
1 St Global Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for approximately 30,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 1 St Global Advisors Inc is $10.82 billion. The firm's AUM has grown by 1599% since the beginning of its operation, and $55.94 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay 1 St Global Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Todd Christopher Mackay is individuals with 25,889 clients and $5.07 billion of assets under management. Among the 7 most similar advisory firms, 1 St Global Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $10.82 billion for 30,580 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
1 St Global Advisors doesn't advise any private funds.
The company employs 976 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 791 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Todd Christopher Mackay has been acting as President since 1 May 2019. Enrique Martin Vasquez joined the executive team most recently as the President.
The principal office where 1 St Global Advisors Inc performs its advisory services is located at 12750 Merit Drive, Dallas, TX 75251, which is also the mailing address of the firm. An additional office of the firm is in Irving, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-294-5000 or by fax 214-294-5043. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at fa-dfwb.1stglobal.com.