FISCAL DYNAMICS INCORPORATED
Firm details
- Headquarters
- FARMINGTON, Connecticut
- CRD number
- 111155
- Website
- www.fiscaldynamics.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI81.86%
- Individuals13.8%
- Pension & Profit Sharing Plans4.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiscal Dynamics Incorporated operates as an independent registered investment advisor (RIA) and serves a diverse client base that includes individuals, families, and institutional investors. The firm engages in various advisory activities, including financial planning services and portfolio management for both individuals and businesses. Fiscal Dynamics Incorporated is also involved in the selection of other advisers, allowing for a broad range of investment strategies tailored to client needs. The firm does not actively pursue ESG investments and is classified as a domestic entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Contacts
3 of 3IRIS PAYANDEH
Executive Vice PresidentCRD 6555180
BRIAN SULLIVAN
PresidentCRD 4244770
RICHARD SULLIVAN
President, DirectorCRD 439785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARMINGTON, CT
HARTFORD
Location
FARMINGTON, CT
Headquartered in FARMINGTON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 314 Farmington Ave
- Time zone
- ET (UTC-5)
- Office locations
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