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1st Financial Services

400 S Colorado Blvd #820
Denver, Colorado 80246
United States
 
Contact :      Jeff Eisnaugle
Phone :       303-333-3609
Fax :             303-333-6355
Email :         mail@finsvc.net
Web :           http://www.1stfinservices.com

1st Financial Services Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $200
Tax-Exempt Managed ($Mil) : $1
Taxable Assets Managed ($Mil) : $199
Year Founded : 2002
Wrap Programs Offered? : Yes
# of Accounts Managed : 1100
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Pershing Advisory Services   $250K

1st Financial Services History

Joined an RIA in June of 2002 as sole portfolio manager and bought the company in 2003. I renamed it 1st Financial Services and evolved the investment management to Fee-Based using a proactive tactical asset allocation strategy. The portfolio is exclusively mutual funds and ETF's.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
640
$199
 
Limited Partnership :
 
Foundations :
1
$1
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 1 Analysts : 1
Portfolio Managers : 1 Traders : 2
Client Service : 2 Operation : 3

1st Financial Services Personnel

Mr.  Jeff Eisnaugle

Portfolio Manager
Tel : 303-333-3609
Email: jeff@finsvc.net
Series 7 licensed in 1984, Certified Financial Planner 1992, joined RIA in July 2002 as solo investment portfolio manager, bought and renamed RIA 1st Financial Services in 2003

1st Financial Services Product Name

1st Financial Fee Based Portfolio:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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