FIERSTON FINANCIAL GROUP INC

RIASEC RegisteredEst. 1989

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$1.1M

Accounts

904

Employees

Advisory reps

Firm details

Headquarters: WEST HARTFORD, Connecticut
CRD number: 105003
Registered since: July 14, 1989
Website: fierston.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.73%
Individuals4.88%
Pension & Profit Sharing Plans1.78%
Charitable Organizations1.24%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fierston Financial Group Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1989. The firm operates as a corporation and serves both individual/family and institutional clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. The firm does not position itself as a capital allocator and is not identified as an active ESG investor, multi-state adviser, or pension consultant.