First Financial Strategies Inc (Phoenix)

First Financial Strategies Inc is an adviser based in Phoenix. It manages $18.29 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.

First Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and mangement of ltd & general p-ships and llcs. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

First Financial Strategies: assets under management

The assets under management (AUM) of First Financial Strategies Inc is $18.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $653.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Financial Strategies Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First Financial Strategies Inc

James Robert Barrons has been acting as President since 1 Jul 1988. Kyle Randel Gallett joined the executive team most recently as the Vice President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Robert Barrons	President	1 Jul 1988	75% - 100%	1345506
Kyle Randel Gallett	Vice president	1 Jul 1988	25% - 50%	1681879
Kyle Randel Gallett	Vice president/chief compliance officer	1 Jan 2005	25% - 50%	1681879

Based in Phoenix

The principal office where First Financial Strategies Inc performs its advisory services is located at 4425 N. 24 Th Street, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.