Firstrust Financial Resources
Financial Services • 
Conshohocken, Pennsylvania, United States • 51-100 Employees
Company overview
| Headquarters | 15 E Ridge Pike, Conshohocken, Pennsylvania 19428, US |
| Phone number | +12155693110 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Succession Planning, Special Needs Planning, Retirement Planning, Life Insurance, Corporate Benefits, Disability & Long Term Care Insurance, Financial Wellness & Education, Wealth Management & Investing |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
Key Contacts at Firstrust Financial Resources
Brian C. Smith
Director Of Client Service
Geordan Vincent
Associate Director, Portfolio Services
Firstrust Financial Resources Email Formats
Firstrust Financial Resources uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@ffremail.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@ffremail.com | 100% |
About Firstrust Financial Resources
Firstrust Financial Resources, headquartered in Philadelphia, focuses in wealth management strategies and corporate benefits for individuals, businesses and nonprofit entities. With approximately 60 employees with backgrounds ranging from diverse tax efficient investing sand legal to financial and business, Firstrust Financial Resources has the tools and experience to deliver on a simple mission: to help ensure your financial security. Using the team’s experience and knowledge, clients are offered customized guidance and strategies on financial matters. In addition, FFR provides innovative and practical financial programs to its valued clients. In 2006, Firstrust Financial Resources joined Firstrust Bank, one of the region’s oldest and most respected financial institutions, and is a wholly owned subsidiary of the bank. In 2016, Firstrust joined Equitable Philadelphia branch, Karr Barth Associates. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor and do not provide tax/legal advice. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Firstrust Financial Resources, LLC (FFR) and Karr Barth Associates are not a registered investment advisors and are not owned or operated by Equitable Advisors or Equitable Network. Insurance, annuity, and investment products are not FDIC insured, are not deposits or other obligations of, or guaranteed by, any bank, are not insured by Any Federal Government Agency, and may go down in value. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 6480267.1(3/24)(Exp.3/28)
Firstrust Financial Resources revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $231,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Firstrust Financial Resources has 33 employees across 5 departments.
Departments
Number of employees
Funding Data
Firstrust Financial Resources has never raised funding before.
Firstrust Financial Resources Tech Stack
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