Overview
Assets Under Management: $123 million
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
FIFIT LLC 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 #307957), FIFIT LLC is subject to fiduciary duty under federal law.
FIFIT LLC serves 43 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, FIFIT LLC offers financial planning and portfolio management for individuals. View all service details ↓
FIFIT LLC manages $123 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, FIFIT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 254
Discretionary Accounts: 254
Regulatory Filings
CRD Number: 307957
Filing ID: 2058007
Last Filing Date: 2026-02-23 21:21:19