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Client 1st Advisory Group Logo
Client 1st Advisory Group CB Rank
2761161
Heat Score
61
Client 1st Advisory Group is a financial planning and investment management firm.
Founded
obfuscation
Private Clearwater, Florida, United States1-10 c1ag.com/
Finance
Financial Services
Risk Management
Overview

Client 1st Advisory Group
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Client 1st Advisory Group

CB Rank
2761161
Client 1st Advisory Group is a financial planning and investment management firm.
Founded
obfuscation
Private Clearwater, Florida, United States1-10 c1ag.com/
Finance
Financial Services
Risk Management

Details

Operating Status Active
Company Type For Profit
Phone Number 800-843-3249
Contact Email info@c1ag.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Comprehensive planning that includes current cash flow, budgeting, retirement income planning, investment planning, risk management, tax planning, and estate planning.
Investment Management
Managing investment portfolios to align with clients' risk tolerance, time horizon, and financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 11
News
Technology
View Tech Report

IT Spend

$248.1KThis year, Client 1st Advisory Group is projected to spend $248.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Dell Technologies Logo
Dell Technologies
70
Sony (SNE) Logo
Sony (SNE)
69
Steam Logo
Steam
68

Actively Used Products

15Client 1st Advisory Group uses 15 technology products and services including HTML5, Lightbox, and  F5 NGINX, according to G2 Stack.

Active Website Tech Count

5Client 1st Advisory Group is actively using 5 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Client 1st Advisory Group's headquarters? Client 1st Advisory Group is located in Clearwater, Florida, United States.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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