Updated:
1st Discount Brokerage
1st Discount Brokerage was identified in internal records as a Florida-based wealth manager. No founding date or wealth-origin details were located.
1st Discount Brokerage
1st Discount Brokerage was identified in internal records as a Florida-based wealth manager. No founding date or wealth-origin details were located. The firm lists individual portfolio management, pension consulting, and financial planning among its services. It reports both individual and institutional clients. No asset-class allocations, named holdings, or geographic deployment beyond the headquarters state were documented. No team size, additional offices, or recent operational events from the last 24 months were recorded. No adjacent vehicles or club affiliations appear in the source material. Governance and ownership structure remain undisclosed in the available record.
General information
Firm type
Bank / Wealth / Trust
Year founded
2025
Location
Region
North America
Country
United States
City
Lake Worth
Corporate office
Lake Worth, United States
Frequently asked questions
What services does 1st Discount Brokerage provide?
The firm offers individual portfolio management, pension consulting, and financial planning.
Which client types does 1st Discount Brokerage serve?
Records indicate both individual and institutional clients.
Where is 1st Discount Brokerage based?
The firm is located in Lake Worth, United States.
Is AUM information available for 1st Discount Brokerage?
No AUM figure has been disclosed.
Are any principals named in public materials?
No principals are identified in the available record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: