Firstrust
34yrs
Top advisor by experience at Firstrust
Firstrust
Daytona Beach, FL. Legal name: Firstrust LLC
About the firm
A registered investment advisory firm based in Daytona Beach, Florida, with about 2 offices. It manages about $250 million for roughly 127 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$1.87 million
Assets under management ?$250 million
Individual clients127
Median years of experience29
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Firstrust
5Advisors
29Median years of experience
1States with offices
2Offices
Also known as
Firstrust LLC
About Firstrust
How do I contact Firstrust?
Call the main office at (386) 788-3737. The main office is at 113 Executive Circle., Daytona Beach, FL 32114.
How is Firstrust paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Firstrust offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Firstrust?
We list 5 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.