First Personal Financial Services Inc

First Personal Financial Services Inc. is a North Carolina-based corporation with 9 employees, 8 of whom are in advisory roles. The company's SEC registration status is currently approved, dating back to June 1, 1993. While the exact number of clients served is unknown, the firm offers a range of financial services to assist individuals with their personal finances.

• DANIELE MARIE DONAHOE

  CEO AND CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%

• LEAH ROBERTSON MAYBRY

  DIRECTOR OF TAX & FAMILY OFFICE SERVICES owns more than 5% but less than 10%

• MICHAEL ELLIOT VAN NESS

  DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER owns less than 5%

• SANDRA BRADLEY CARLSON

  PRESIDENT owns more than 5% but less than 10%

• Octagon Asset Management LLC
• Linden Thomas Advisory Services LLC
• Atria Investments LLC
• Auctus Advisors LLC
• Sterling Capital Management LLC
• 25 Capital Partners LLC
• Greerwalker Wealth Management LLC
• Kingfisher Capital LLC
• Bóveda Asset Management Inc
• Biltmore Family Office LLC

• Investment Insights: Comparing Q4 2022 vs. Q1 2023 Holdings for First Personal Financial Services