1st & Main Investment Advisors

1st & Main Investment Advisors

Investment Management Edwards, Co, United States 6 employees
Employees
6
Contacts
3
Emails
3
Phones
3

1st & Main Investment Advisors Overview

Headquarters
Edwards, Co, United States
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
6
Founded
1985
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About 1st & Main Investment Advisors

1st & Main Investment Advisors prides itself on exercising fiduciary responsibility to each of our relationships in a fee-only environment. Our independence from traditional brokerages, banks and wire-houses enhances our ability to deliver un-biased, customizable planning solutions and portfolio management on behalf of those who work with us. Established in 1985 in Vail, CO 1st & Main Investment Advisors is Registered Investment Advisory firm committed to growing and preserving clients’ wealth. Principles maintain a comprehensive approach to planning, research and analysis, trade execution and management of portfolio risk to over 700 individual and small business clients. In 2013 we opened an office in Greenville, SC to serve a growing community in the southeast. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities. www.berthel.com/disclosures; www.finra.org; and www.sipc.org

1st & Main Investment Advisors Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
3
100.0% coverage

1st & Main Investment Advisors Org Chart

Sample employees and titles
Name Title Contact
Dudley Irwin Senior Partner at 1st & Main Investment
Email Phone
Alex Schaefer Partner at 1st & Main Investment
Email Phone
Fraser Horn Partner - 1st & Main Investment Advisors
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
Sales 1 1 0

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