First Fidelity Group LLC

Overview

First Fidelity Group LLC operates as a small, client-focused advisory and distribution platform that combines advisory portfolio management with broker-dealer and insurance-broker capabilities. The firm targets individual and family clients and small-business portfolios, delivering discretionary portfolio management services alongside insurance and annuity solutions. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. The firm’s business model blends fee-based asset management (percentage of AUM) with other revenue streams tied to brokerage and insurance distribution. That mix suggests advisors at First Fidelity Group LLC can construct fee-based separately managed accounts (SMAs) and mutual-fund/annuity allocations while also offering commissionable insurance products where appropriate. The firm is not positioned as an ESG-focused allocator and does not indicate broader institutional consulting or multi-state adviser activity.

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Public Holdings

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Location & Offices