Client First Advisors,Inc. (Clearwater)

Name: Client First Advisors,Inc.
Address: 611 Druid Rd. E, Clearwater, FL, 33756
Telephone: 727-450-2301

Client First Advisors,Inc. is a large advisory firm based in Clearwater. It manages $140.73 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, Mississippi, and New Hampshire.

Client First Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Client First Advisors: assets under management

The assets under management (AUM) of Client First Advisors,Inc. is $140.73 million. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $128.3 million in discretionary accounts and $12.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $754.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.11 million.

Client First Advisors has custody of $2 thousand in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Client First Advisors,Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Client First Advisors,Inc.

Craig Scott Phillips has been acting as President since 1 Dec 1997. Michelle Lais Mabry joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Scott Phillips	President	1 Dec 1997	75% - 100%	2066182
Cynthia Payne Heil	Vice president	1 Jan 2002	Other	2355884
Vicki Morgan	Chief compliance officer	1 Sep 2004	Other	4971742
David George Stieh	Chief operations officer	1 Jan 2010	Other	4151253
Craig Scott Phillips	Chief executive officer	1 Jan 2013	75% - 100%	2066182
Michelle Lais Mabry	President	1 Jan 2013	Other	1987030

Based in Clearwater

The principal office where Client First Advisors,Inc. performs its advisory services is located at 611 Druid Rd. E, Clearwater, FL 33756, which is also the mailing address of the firm. An additional office of the firm is in Hattiesburg, MS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-450-2301 or by fax 727-450-2302. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.client1stadvisors.com.