| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Wood Cannon Control | Chief Compliance Officer / Chief Investment Officer | 25-50% | 2001 |
| Koenig Family Dynasty Trust Control | Irrev Trust | 50-75% | 2003 |
| Michael T Koenig Control | Founding Partner / Chairman | Under 5% | 1999 |
Firstrust LLC reports $202.7 million in regulatory assets under management on its Form ADV.
Firstrust LLC reports 7 employees.
Firstrust LLC is based in Daytona Beach, FL and has been SEC-registered since 1999.
Firstrust LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 113 Executive Cir., Daytona Beach, FL 32114 |
| Phone | 386-788-3737 |
| Fax | 386-788-3717 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $187.7M |
| Non-discretionary | $15M |
| Total (RAUM) | $202.7M |