First Command Advisory Services (Fort Worth)
First Command Advisory Services Is a Large Advisory Firm Based in Fort Worth. It Manages $12.98 Billion of Regulatory Assets for 87,998 Client Accounts. It Has...
First Command Advisory Services is a large advisory firm based in Fort Worth. It manages $12.98 billion of regulatory assets for 87,998 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
First Command Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 27,971 clients. On top of advisory services, the firm doesn't engage in other business activities.
First Command Advisory Services: assets under management
The assets under management (AUM) of First Command Advisory Services is $12.98 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $12.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.52 thousand each.
Investments
The firm invests in investment and business development companies the most. They account for 77% of the total AUM. The second-largest asset type is exchange traded securities, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.
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