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1st Discount Brokerage, Inc.

● SEC registered since 2025CRD 39164SEC# 801-132978Lake Worth, FL
Export (members)
Reg. AUM
$108.1M
Employees
9
Accounts
346
Location
Lake Worth, FL

1st Discount Brokerage, Inc. assets under management

1st Discount Brokerage, Inc. is an SEC-registered investment adviser based in Lake Worth, FL. The firm has been registered since 2025. It reports $108.1 million in regulatory assets under management and employs 9 people.

1st Discount Brokerage, Inc. owners & executives

7 reported
NameTitleOwnershipSince
1db FinancialParent CompanyOver 75%1999
Aileen M GallagherFinopUnder 5%2008
George Patrick RohloffRosfpUnder 5%2012
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Frequently asked questions

How much does 1st Discount Brokerage, Inc. manage?

1st Discount Brokerage, Inc. reports $108.1 million in regulatory assets under management on its Form ADV.

How many employees does 1st Discount Brokerage, Inc. have?

1st Discount Brokerage, Inc. reports 9 employees.

Where is 1st Discount Brokerage, Inc. located?

1st Discount Brokerage, Inc. is based in Lake Worth, FL and has been SEC-registered since 2025.

Does 1st Discount Brokerage, Inc. disclose fund performance?

1st Discount Brokerage, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8927 Hypoluxo Road, Suite A5, Lake Worth, FL 33467
Phone561-515-3200
Fax561-515-3201
Office hours9:00 a.m. To 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK949918
Discloses disciplinary historyYes

Assets under management

Discretionary$62.4M
Non-discretionary$45.7M
Total (RAUM)$108.1M