Fierro, Christopher P
Firm details
- Headquarters
- ,
- CRD number
- 139448
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents95%
Contacts
1 of 1
Christoper Fierro
Sole ProprietorCRD 5089133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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