FF
First Financial Strategies Inc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 110467
· SEC file 801-41216
· Phoenix, AZ
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ADV data as of Dec 12, 2024
- Regulatory AUM
- $13.3M
- Discretionary
- $0
- Clients
- 3
- Avg AUM / client
- $4.4M
- Accounts
- 9
- Employees
- 2
AUM over time
$13.3M
$18.3M
Mar 30, 2012
Dec 12, 2024
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 12, 2024
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $338K | 2.54% |
| High net worth individuals | 2 | $13.0M | 97.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Robert Barrons | President/Ceo | Jul 1988 (38y) | 75% or more | |
| Gallett, Kyle, Randel | Vice President/Chief Compliance Officer | Jan 2005 (22y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/12/2024 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 12, 2024.
View current Form ADV (SEC/IAPD) ↗