Client 1 St Advisory Group LLC is a large advisory firm based in Clearwater. It manages $171.81 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arkansas, Florida, Louisiana, and 4 other states.
Client 1 St Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Client 1 St Advisory Group LLC is $171.81 million. The firm's AUM has grown by 16% since the beginning of its operation, and $1.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Client 1 St Advisory Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Michelle Lais Mabry is high net worth individuals with 49 clients and $106.4 million of assets under management. Among the 10 most similar advisory firms, Client 1 St Advisory Group has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $171.81 million for 244 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.
Client 1 St Advisory Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people 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 don’t receive compensation from other entities for client referrals.
Michelle Lais Mabry has been acting as President since 1 Mar 2013. Andrea Diane Mears has served as the Chief Investment Officer since 1 Oct 2014 and Craig Scott Phillips is the Chief Executive Officer of Client 1 St Advisory Group LLC family office. David George Stieh joined the executive team most recently as the Director Of Operations / Managing Member.
The principal office where Client 1 St Advisory Group LLC performs its advisory services is located at 611 Druid Road E., Clearwater, FL 33756, which is also the mailing address of the firm. An additional office of the firm is in Hattiesburg, MS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-450-2301 or by fax 727-450-2302. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at c1ag.com and its LinkedIn profile.