FIRSTRUST FINANCIAL ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
131620
Website
ffrpro.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Firstrust Financial Advisors operates as a limited liability company and is owned by a mix of a domestic entity and an individual. The firm combines insurance brokerage with advisory services, listing financial planning, portfolio management for individuals and small businesses, and pension consulting among its service offerings. Compensation arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not identified as a multistate or newly formed adviser. It also reports an affiliation with banking or thrift institutions.

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

Owners & executives

1 of 1
  • DAVID FLEISHER II

    President, Chief Executive OfficerCRD 1845151

Contacts

3 of 4
  • KENNETH BEEBE

    SVPCRD 5705137

  • PAUL MARKOWICH

    EVP, PartnerCRD 4823575

  • SHAUN O'CONNOR

    EVP, PartnerCRD 4371699

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CONSHOHOCKEN, PA

MONTGOMERY

Location

CONSHOHOCKEN, PA

Headquartered in CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
15 E Ridge Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth