Overview
Assets Under Management: $943 million
Headquarters: WEST HARTFORD, CT
High-Net-Worth Clients: 173
Average Client Assets: $5 million
Frequently Asked Questions
FIERSTON FINANCIAL GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105003), FIERSTON FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
FIERSTON FINANCIAL GROUP INC is headquartered in WEST HARTFORD, CT.
FIERSTON FINANCIAL GROUP INC serves 173 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, FIERSTON FINANCIAL GROUP INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FIERSTON FINANCIAL GROUP INC manages $943 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, FIERSTON FINANCIAL GROUP INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.19
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 932
Discretionary Accounts: 932
Regulatory Filings
CRD Number: 105003
Last Filing Date: 2025-02-13 00:00:00
Website: https://fierston.com