Firstrust Financial Advisors

Overview

Firstrust Financial Advisors is organized as a limited liability company with ownership tied to a domestic entity and an individual. The firm combines advisory services with insurance-brokerage activities: its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services, while it also operates as an insurance broker. Compensation models listed include a percentage of assets under management, hourly fees, and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multistate adviser in the available data. The firm also shows an industry affiliation with a banking or thrift institution.

Assets & Accounts

Investments & Alternatives

Location & Offices