What departments does FirsTrust, LLC have?

FirsTrust, LLC has employees across 7 departments including Information Security, Analytics, Banking, Consultant, Military & Protective Services.

What is the largest department at FirsTrust, LLC?

The largest department at FirsTrust, LLC is Analytics with 4 employees.

Where are FirsTrust, LLC employees located globally?

FirsTrust, LLC has employees across 1 continents and 1 countries including United States Of America.

How has FirsTrust, LLC's team size changed over time?

FirsTrust, LLC's team has grown from approximately 6 to 8 employees based on available data.

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FirsTrust, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

FirsTrust, LLC is a financial services firm registered as an SEC-Registered Investment Advisor, headquartered in Daytona Beach, Florida. It positions itself as a fee-only, independent advisory team that emphasizes fiduciary responsibility, offering a broad a range of services delivered by a collaborative group of experts including financial planners, retirement specialists, tax and estate planners, and investment managers. The firm aims to help clients organize resources, prioritize goals, and compare investment options from multiple institutions to assess cost, tax efficiency, and risk, while providing ongoing monitoring and periodic adjustments. Its approach focuses on open architecture access to diverse investment offerings and a secure, real-time dashboard and document vault to support transparent, timely account oversight.

FirsTrust, LLC Global Highlights

North America
32

United States Of America
32

FirsTrust, LLC's Leadership

J. B.
Chief Executive Officer Ad Private Capital
Mobile Phone
Email
M. K.
Chief Information Security Officer
Mobile Phone
Email
W. K.
President
Mobile Phone
Email
M. K.
Managing Partner
Mobile Phone
Email
B. A.
Senior Vice President, Relationship Manager
Mobile Phone
Email
B. B.
Senior Vice President, Team Leader
Mobile Phone
Email
J. G.
Svp, Director Of Commercial Credit Products
Mobile Phone
Email
J. G.
Assistant Vice President, Portfolio Manager Iii
Mobile Phone
Email

FirsTrust, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Entrepreneurship
Information Technology
Accounting
Other
Administrative

Contact profiles from FirsTrust, LLC

Name

Title

Contact Info

Location

Last Update

P. K.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is FirsTrust, LLC known for?

FirsTrust, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 113 Executive Circle Daytona Beach, Florida 32114 United States; you can contact the main corporate office by phone at

+1-386-788-****

. Explore FirsTrust, LLC's company overview page for more information.

What is FirsTrust, LLC's most common email format?

FirsTrust, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FirsTrust, LLC email formats with LeadIQ.

How many employees does FirsTrust, LLC have currently?

FirsTrust, LLC has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are FirsTrust, LLC's key employees and leadership?

As of June 2026, FirsTrust, LLC's key employees include:

Chief Executive Officer Ad Private Capital: J. B.
Chief Information Security Officer: M. K.
President: W. K.
Managing Partner: M. K.
Senior Vice President, Relationship Manager: B. A.

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FirsTrust, LLC Employee Directory

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