First Down Financial

RIAState Registered

Total AUM

$57M

Discretionary

$57M

100% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chuluota, Florida
CRD number: 313133
Website: firstdownfinancialinc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

First Down Financial is an independent, privately owned advisory firm that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and also conducts insurance brokerage. Its advisory services include financial planning, portfolio management for individuals, small businesses and other business clients, pension consulting, and educational publications and seminars. First Down Financial is state-registered in California, Florida and Ohio and is owned by an individual principal. The firm does not position itself as a capital allocator.