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You First Financial
YOU FIRST FINANCIAL LLC is an SEC-registered investment adviser in HOLLADAY, UT. The firm manages approximately $22 million in regulatory assets.
You First Financial
YOU FIRST FINANCIAL LLC is an SEC-registered investment adviser in HOLLADAY, UT. The firm manages approximately $22 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the regulatory status of You First Financial?
You First Financial LLC is registered as a state-level investment advisor in the United States. RIA registration requires fiduciary duties to clients but does not indicate any specific size, performance, or strategy. The firm's registration status is public through SEC filings.
Does You First Financial disclose its assets under management?
No. You First Financial has not publicly disclosed an AUM figure in any filing or media source. Altss classifies its AUM band as Undisclosed.
Who are the principals or key decision-makers at You First Financial?
No named principals, founding members, or executives are identifiable from public records. The firm's leadership remains confidential.
What investment services does You First Financial offer?
As a registered investment advisor, the firm likely provides financial planning, portfolio management, tax and estate planning, and family governance services to high-net-worth clients. Specific mandates and direct investment strategies are not publicly documented.
Is You First Financial a single-family office or multi-family office?
Public records indicate the firm is structured as an LLC and registered as an investment advisor, which is consistent with a multi-family office model. No evidence suggests it serves a single family.
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.
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