First Light Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 318596
- Website
- www.firstlightinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Light Investment Advisors is an independent, individually owned registered investment adviser organized as an LLC that provides discretionary portfolio management to individual and family clients as well as small businesses and institutional accounts. The firm charges a percentage-of-assets fee and focuses on managing portfolios directly rather than acting as a capital allocator or pension consultant. Its ADV-style reporting indicates it is not positioned as an ESG-focused manager and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents6%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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