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First Financial Strategies Inc.
FIRST FINANCIAL STRATEGIES INC is an SEC-registered investment adviser in PHOENIX, AZ. The firm manages approximately $13 million in regulatory assets.
Overview
FIRST FINANCIAL STRATEGIES INC is an SEC-registered investment adviser in PHOENIX, AZ. The firm manages approximately $13 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Is First Financial Strategies Inc. a registered investment advisor?
Yes, First Financial Strategies Inc. is registered with the SEC as a registered investment advisor (RIA). This registration subjects the firm to regulatory oversight and requires it to disclose its advisory business, fees, and any material conflicts of interest in its Form ADV filing.
What services does First Financial Strategies Inc. offer?
The firm provides wealth management, financial planning, tax strategy, and estate planning. These services are delivered in a holistic, fee-based advisory framework that aims to integrate investment management with broader financial life planning for clients.
Who are the key principals of First Financial Strategies Inc.?
The firm does not publicly disclose its principals, investment committee members, or ownership structure. Because of this, the identities of the individuals who direct the firm's operations and investment decisions are not publicly available.
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