USA First Financial

RIASEC Registered

Total AUM

$91.6M

Discretionary

$91.6M

100% of AUM

Avg account

$91.6M

Accounts

1

Employees

1

Advisory reps

1

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 318453
Website: www.usafirstfinancial.com
Custodians: NATIONAL BANK OF INDIANAPOLIS, OLD NATIONAL BANK, PNC INVESTMENTS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

USA First Financial operates as a privately owned limited liability company that provides advisory services primarily to institutional clients. The firm bills through a mix of percentage-of-AUM fees, hourly charges and fixed fees, and offers financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting work and educational seminars or workshops. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds95%
Cash & Cash Equivalents5%

Contacts

1 of 1

Keith Graves
Managing PartnerCRD 2896847

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area: Indianapolis-Carmel-Muncie, IN
Region: Midwest
County: Marion
Address: 5928 Brendonridge Ct S
Time zone: ET (UTC-5)
Office locations

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