Fierro, Christopher P

RIASEC Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$390K
Accounts
44
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
139448
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Christopher P. Fierro operates as a sole-proprietor independent registered investment adviser focused on providing financial planning and portfolio management to individuals, families and small-business clients. The practice charges fees based on a percentage of assets under management and lists accounting as a core business activity. The adviser is not positioned as a multi-state firm, does not market itself as an ESG investor, and does not identify as a pension consultant or related-adviser network participant. Industry affiliations noted in filings include accounting and a law firm relationship.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 95%95%
  • Cash & Cash Equivalents95%

Contacts

1 of 1
  • Christoper Fierro

    Christoper Fierro

    Sole ProprietorCRD 5089133

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth