1 St Worldwide Advisors, LLC. is a mid-sized advisory firm based in New York. It manages $29.25 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Georgia, New Jersey, and New York.
1 St Worldwide 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 doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 1 St Worldwide Advisors, LLC. is $29.25 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay 1 St Worldwide Advisors, LLC. for their services and products based on a percentage of assets under management, hourly charges, 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.
Donald Jordan Donahue has been acting as President since 1 Oct 2004. Llc. 1st Worldwide Partners joined the executive team most recently as the Owner Of Class A And B Shares.
The principal office where 1 St Worldwide Advisors, LLC. performs its advisory services is located at 200 Water Street, New York, NY 10038 3628 The mailing address of the firm is 3580 Ocean Terrace, Lavallette, NJ 08735. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-924-4102 or by fax 732-924-4111. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at 1wfp.com.