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Client First Investment Management
Client First Investment Management was established in 2015. It operates as a US-based wealth manager and registered investment advisor. The firm serves...
Overview
Client First Investment Management was established in 2015. It operates as a US-based wealth manager and registered investment advisor. The firm serves individuals, corporations, and trusts. Services center on financial planning, tax planning, and portfolio management. No public disclosures detail asset-class allocations, specific holdings, or co-investment activity. Geographic focus remains limited to the United States. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months appear in available records. The firm follows a conventional RIA model without documented hybrid structures, club memberships, or succession arrangements.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
West Bend
Corporate office
West Bend, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Client First Investment Management?
No named principals or CIO appear in public records.
Does Client First Investment Management participate in fund commitments or only direct deals?
No information on fund commitments or direct deals is available.
What investment stages does Client First Investment Management typically target?
No stage preferences are disclosed.
How is Client First Investment Management related to any parent or spinout?
No parent, spinout, or affiliated vehicle is identified.
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