1st & Main Investment Advisors

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Description

  • 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
  • location

    Headquarters:97 Main Street , Edwards, Colorado, United States

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  • 1st & Main Investment Advisors phone

    Phone Number: +1 970-926-2500

  • 1st & Main Investment Advisors website

    Website: https://www.1standmaininvest.com

  • 1st & Main Investment Advisors employees

    Employees:3

  • 1st & Main Investment Advisors revenue

    Revenue:$1 - 10M

  • 1st & Main Investment Advisors legal name

    Legal Name:1st & Main Investment Advisors

  • 1st & Main Investment Advisors's Social Media

    1st & Main Investment Advisors linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Partner for 1st & Main Investment Advisors

Alex Schaefer

Partner

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View Employees

Alex Schaefer

Partner

Dudley Irwin

Senior Partner

Melanie Smith

Client Relationship Manager

Frequently Asked Questions regarding 1st & Main Investment Advisors

  • Where are 1st & Main Investment Advisors's Headquarters?

    1st & Main Investment Advisors's Headquarters are in 97 Main Street ,Edwards,Colorado,United States

  • What is 1st & Main Investment Advisors's phone number?

    1st & Main Investment Advisors's phone number is +1 970-926-2500

  • What is 1st & Main Investment Advisors's official website?

    1st & Main Investment Advisors's official website is https://www.1standmaininvest.com

  • What is 1st & Main Investment Advisors's Revenue?

    1st & Main Investment Advisors's revenue is $1 - 10M

  • What is 1st & Main Investment Advisors's NAICS code?

    1st & Main Investment Advisors's NAICS code is 523930

  • How many employees are working in 1st & Main Investment Advisors

    1st & Main Investment Advisors has 3 employees

  • What is 1st & Main Investment Advisors's Industry?

    1st & Main Investment Advisors is in the industry of Investment Management

  • Who is 1st & Main Investment Advisors's Partner?

    1st & Main Investment Advisors's Partner is Alex Schaefer

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