Overview
Assets Under Management: $262 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 44
Average Client Assets: $3.4 million
Frequently Asked Questions
FIRESIDE CAPITAL ADVISORS 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 #175021), FIRESIDE CAPITAL ADVISORS INC. is subject to fiduciary duty under federal law.
FIRESIDE CAPITAL ADVISORS INC. is headquartered in DALLAS, TX.
FIRESIDE CAPITAL ADVISORS INC. serves 44 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, FIRESIDE CAPITAL ADVISORS INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FIRESIDE CAPITAL ADVISORS INC. manages $262 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, FIRESIDE CAPITAL ADVISORS INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.12%
Average Client Assets: $3.4 million
Total Client Accounts: 373
Discretionary Accounts: 262
Non-Discretionary Accounts: 111
Regulatory Filings
CRD Number: 175021
Filing ID: 1813502
Last Filing Date: 2024-03-22 11:31:00