1 St Consumer Advisory Group LLC is a multi-state adviser based in Greenwood Village. It manages $1.25 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Arkansas, California, and 12 other states.
1 St Consumer Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 1 St Consumer Advisory Group LLC is $1.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay 1 St Consumer Advisory Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Wanda Wallace Newman joined the executive team most recently as the Chief Compliance Officer.
The principal office where 1 St Consumer Advisory Group LLC performs its advisory services is located at 9250 E. Costilla Ave., Greenwood Village, CO 80112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (720) 242-8027 or by fax (720) 235-5000. The normal business hours are 8:30am - 5:00pm m-th 8:30 am - 3:00 pm f on Monday - Friday.