Fierston Financial Group Review

Trust Score 96%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Fierston Financial Group, federally registered in 1989, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 3 advisors. Fierston Financial Group manages $618.9 million and provides investment advisory services for 288 clients (1:96 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,148,919
Hybrid Advisor No
Disciplinary History No
Total AUM $618.9 million
Advisor / Client Ratio 1:96
Headquarters West Hartford, CT
SEC Filings Forms and Brochures    (CRD # 105003)
State(s) Registered CA, CT, FL, MD, MA, NH, NJ, NY, NC

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