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| Happy Holidays!! thanks for using AUM13F!! |
| Fierston Financial Group Inc
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|---|---|
| CRD # | 105003 |
| SEC # | 801-34803 |
| CIK # | 0000851132 |
| AUM | $942.6 M (2025-05-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 860-521-2100 |
| Address | 29 South Main St West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 57.4 |
| (b) Individuals (high net worth individuals) | 173 | 850.1 |
| (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 | 16.3 |
| (h) Charitable organizations | 0 | 15.5 |
| (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 | 6 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 942.6 |
| By Discretionary | ||
| Discretionary | 932 | 942.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 932 | 942.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 942.6 | |
| Total | 932 | 942.6 |
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|---|---|---|
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
Concord Wealth Partners
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|
VA | 0.9 |
|
Horizon Wealth Management LLC
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IL | 0.9 |
|
Guardian Wealth Strategies LLC
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MN | 0.9 |
|
Goldstein Advisors LLC
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WI | 0.9 |
|
Ignite Planners LLC
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CA | 0.9 |
|
Harvey Investment Company LLC
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|
KY | 0.9 |
|
Passive Capital Management LLC
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|
NY | 0.9 |
|
Randolph Co Inc
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|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |