Client 1st Advisory Group LLC
Legal Name: CLIENT 1ST ADVISORY GROUP LLC
Full Contact Details
Client 1st Advisory Group LLC
611 DRUID ROAD E., SUITE 707, CLEARWATER, FL
727-450-2301
727-450-2302
Other Info
Client 1st Advisory Group LLC is a legal entity based in Florida, operating as a Limited Liability Company. The firm hires 6 employees serving in advisory roles. However, the number of clients it serves remains unknown. As of May 2013, the U.S. Securities and Exchange Commission has approved the firm's status, allowing it to continue serving its clients.
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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