|
⚲
|
| Fierston Financial Group Inc
✚
|
|
|---|---|
| CRD # | 105003 |
| SEC # | 801-34803 |
| CIK # | 0000851132 |
| AUM | $1.0 B (2026-02-04) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 860-521-2100 |
| Address | 29 South Main St West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 50.6 |
| (b) Individuals (high net worth individuals) | 180 | 950.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 18.4 |
| (h) Charitable organizations | 0 | 12.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 904 | 1,035.6 |
| By Discretionary | ||
| Discretionary | 904 | 1,035.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 904 | 1,035.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,035.6 | |
| Total | 904 | 1,035.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Red Oak Financial Group LLC
✚
|
MD | 1.0 |
|
Violich Capital Management
✚
|
CA | 1.0 |
|
Whalerock Point Partners LLC
✚
|
FL | 1.0 |
|
Rogers Wealth Group Inc
✚
|
TX | 1.0 |
|
Rodgers Brothers Inc
✚
|
PA | 1.0 |
|
William Mack & Associates Inc
✚
|
MI | 1.0 |
|
Gould Asset Management LLC
✚
|
CA | 1.0 |
|
Northwest Wealth Management LLC
✚
|
IA | 1.0 |
|
IFG Advisors LLC
✚
|
MO | 1.0 |
|
John Moore & Associates Inc
✚
|
NM | 1.0 |