First American Financial Advisors, Inc.

Overview

First American Financial Advisors, Inc. is a small, privately owned corporate advisory practice that serves individual and family clients, along with portfolio management for individuals and small businesses. Its service mix centers on financial planning and discretionary portfolio management, and the firm bills clients using a mix of asset-based fees, hourly charges, and other fee arrangements. The firm is not identified as an ESG-focused manager and is noted as not acting as a capital allocator; it also reports a broker-dealer affiliation. The firm's filing indicates it is not registered as a multi-state adviser, yet operationally it maintains multiple office locations (see Location & Offices). Ownership is listed as individual, and the adviser is classified as unclassified in the snapshot available.

Assets & Accounts

Investments & Alternatives

Location & Offices