1ST FINANCIAL INVESTMENT, INC.

RIASEC Registered

Total AUM

$782K

Discretionary

0% of AUM

Avg account

$29K

Accounts

Employees

Advisory reps

Firm details

Headquarters: CLARKS SUMMIT, Pennsylvania
CRD number: 283072
Website: www.1stfininvest.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., DST VISION
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals92.78%
HNWI7.2%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

1st Financial Investment, Inc. operates as an independent registered investment adviser structured as a corporation with domestic entity and individual ownership. The firm serves primarily individual and family clients and functions as a capital allocator, combining advisory services with ancillary business lines such as insurance distribution and accounting. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and investor education through publications and seminars. Fee arrangements include percentage-of-AUM billing and hourly charges. The firm does not identify as an active ESG investor and is not represented as a multi-state or pension consultant adviser.