Client 1st Advisory Group LLC
Legal Name: CLIENT 1ST ADVISORY GROUP LLC
Full Contact Details
Other Info
Client 1st Advisory Group LLC is legally known as CLIENT 1ST ADVISORY GROUP LLC. It is a FL Limited Liability Company. This firm has 6 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 14, 2013.
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Direct Owners
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CLIENT 1ST ADVISORS, INC.
OWNER owns more than 50% but less than 75%
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CRAIG SCOTT PHILLIPS
CHIEF EXECUTIVE OFFICER owns less than 5%
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DAVID GEORGE STIEH
CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHELLE LAIS MABRY
PRESIDENT AND CHIEF INVESTMENT OFFICER owns less than 5%
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WEALTH MANAGEMENT CONSULTANTS, INC.
OWNER owns more than 50% but less than 75%
Indirect Owners
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CRAIG SCOTT PHILLIPS
OWNER owns 75% or more
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MICHELLE LAIS MABRY
OWNER owns 75% or more