1 St Portfolio, Inc. (Fairfax)

Name: 1 St Portfolio, Inc.
Address: 12700 Fair Lakes Circle, Fairfax, VA, 22033
Telephone: 703-821-5554

1 St Portfolio, Inc. is a large advisory firm based in Fairfax. It manages $197.42 million of regulatory assets for 681 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, District of Columbia, Florida, and 3 other states.

1 St Portfolio provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

1 St Portfolio: assets under management

The assets under management (AUM) of 1 St Portfolio, Inc. is $197.42 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $171.48 million in discretionary accounts and $25.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $270.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $551.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 1 St Portfolio, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at 1 St Portfolio, Inc.

Michael James Rebibo has been acting as President since 1 Jan 2005. Inc. Washingtonfirst Bankshares joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael James Rebibo	President/chief executive officer	1 Jan 2005	Other	1979298
1st Portfolio Holding Corporation	Owner	1 Apr 2009	75% - 100%	26-4188096
William Kirk Taylor	Chief compliance officer	1 Mar 2010	Other	1854617
Inc. Washingtonfirst Bankshares	Owner	1 Jul 2015	75% - 100%	26-4480276

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael James Rebibo	President and chief executive officer	1 Feb 2009	25% - 50%	1979298
Jacques [Nmn] Rebibo	Chairman of the board	1 Feb 2009	25% - 50%	1754534
Jonathan David Holtaway	Secretary and treasurer	1 Feb 2009	25% - 50%	4626588

Based in Fairfax

The principal office where 1 St Portfolio, Inc. performs its advisory services is located at 12700 Fair Lakes Circle, Fairfax, VA 22033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-821-5554 or by fax 703-991-8534. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at 1stportfoliowealth.com.