FIRST FINANCIAL CONSULTING

RIASEC Registered
Total AUM
$763M
Discretionary
$0
0% of AUM
Avg account
$348K
Accounts
2,192
Employees
12
Advisory reps
8

Firm details

Headquarters
PASADENA, California
CRD number
107456
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI78.8%
  • Individuals18.12%
  • Corporations / Businesses3.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

First Financial Consulting is an independent registered investment adviser that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management across individual, small business and institutional mandates, and provides pension consulting and manager selection services. Its advisory model blends percentage-of-assets billing with hourly engagements, and it operates as a capital allocator—meaning it selects and places client capital with third-party managers when appropriate rather than relying solely on in‑house strategies. Regulatory information indicates the firm reports itself as non‑discretionary across its reported assets, which suggests client-directed trading or limited discretionary authority is a central part of how portfolios are managed. First Financial Consulting is not positioned as an active ESG investor and is classified as an Independent RIA with individual ownership. It is not flagged as a multi‑state adviser and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 8
  • CHRISTIAN WELBORN

    AdvisorCRD 6577083

  • Christopher Siraganian

    Senior AdvisorCRD 6590957

  • Luis Salas Ruiz

    Financial Solutions AdvisorCRD 7390455

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
517 S Lake Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth