1st Discount Brokerage, Inc.
● SEC registered since 2025CRD 39164SEC# 801-132978Lake Worth, FL
Reg. AUM
$131.4M
Employees
8
Accounts
352
Location
Lake Worth, FL
1st Discount Brokerage, Inc. assets under management
1st Discount Brokerage, Inc. is an SEC-registered investment adviser based in Lake Worth, FL. The firm has been registered since 2025. It reports $131.4 million in regulatory assets under management and employs 8 people.
1st Discount Brokerage, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1db Financial | Parent Company | Over 75% | 1999 |
| Aileen M Gallagher | Finop | Under 5% | 2008 |
| George Patrick Rohloff | Rosfp | Under 5% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does 1st Discount Brokerage, Inc. manage?
1st Discount Brokerage, Inc. reports $131.4 million in regulatory assets under management on its Form ADV.
How many employees does 1st Discount Brokerage, Inc. have?
1st Discount Brokerage, Inc. reports 8 employees.
Where is 1st Discount Brokerage, Inc. located?
1st Discount Brokerage, Inc. is based in Lake Worth, FL and has been SEC-registered since 2025.
Does 1st Discount Brokerage, Inc. disclose fund performance?
1st Discount Brokerage, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8927 Hypoluxo Road, Suite A5, Lake Worth, FL 33467 |
| Phone | 561-515-3200 |
| Fax | 561-515-3201 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 949918 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$131.4M▲ 22%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$131.4Mregulatory AUM
Discretionary $76.5MNon-discretionary $54.9M