1 St Consumer Advisory Group LLC (Greenwood Village)

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.

1 St Consumer Advisory Group: assets under management

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 firm manages $1.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.5 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at 1 St Consumer Advisory Group LLC

Wanda Wallace Newman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. First Consumer Financial Solutions	Managing member	1 Oct 2013	75% - 100%	27-0568525
Llc Regal Holdings Of America	Member	1 Oct 2013	Other	26-4571026
Llc First Consumer Financial Solutions	Managing member	1 Oct 2013	75% - 100%	27-0568525
Wanda Wallace Newman	Chief compliance officer	1 Nov 2013	Other	2062412
Kimberly Suzanne Paterson	Managing member	1 Nov 2013	25% - 50%	4401893
Craig Arnold Sorenson	Chief executive officer	1 Apr 2014	Other	1132166

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Anthony Kailunas	Member	1 Mar 2009	75% - 100%	2048289
Craig Arnold Sorenson	Member	1 Oct 2013	25% - 50%	1132166
Kimberly Suzanne Paterson	Managing member	1 Oct 2013	25% - 50%	4401893
Wanda Wallace Newman	Member	1 Oct 2013	25% - 50%	2062412

Based in Greenwood Village

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.