1 St Portfolio, Inc. is a large advisory firm based in Fairfax. It manages $197.42 million of regulatory assets for 681 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, District of Columbia, Florida, and 3 other states.
1 St Portfolio provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less 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 Portfolio, Inc. is $197.42 million. The firm's AUM has grown by 35% 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 Portfolio, Inc. 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.
Michael James Rebibo has been acting as President since 1 Jan 2005. Inc. Washingtonfirst Bankshares joined the executive team most recently as the Owner.
The principal office where 1 St Portfolio, Inc. performs its advisory services is located at 12700 Fair Lakes Circle, Fairfax, VA 22033, 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 703-821-5554 or by fax 703-991-8534. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at 1stportfoliowealth.com.