Firstrust Financial Advisors

Overview

Firstrust Financial Advisors operates as a limited liability company that combines advisory services with insurance brokerage. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is blended: it charges percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Ownership is recorded as involving both a domestic entity and an individual; firm classification is unclassified and the reported SEC registration year is not listed. Firstrust is not positioned as a multi-state adviser and is identified as an established (not newly formed) firm. The organization has an industry affiliation with a banking or thrift institution and does not list ESG investing as an active emphasis.

Investments & Alternatives