Overview
Assets Under Management: $943 million
Headquarters: WEST HARTFORD, CT
High-Net-Worth Clients: 173
Average Client Assets: $5 million
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