Fierro, Christopher P

RIASEC Registered
Total AUM
$19.9M
Discretionary
$19.9M
100% of AUM
Avg account
$462K
Accounts
43
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 serving individuals, families and some institutional clients. The adviser combines accounting expertise with fee-based financial planning and discretionary portfolio management for individuals and small businesses. Services are billed as a percentage of assets under management. The practice is not positioned as a capital allocator or multi-state adviser, does not present itself as an ESG investor, and does not provide pension consulting. Industry affiliations listed include accounting and law-firm relationships.

Assets & Accounts

Investments & Alternatives

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

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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