Fuerst Financial Group Inc

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Assets, Funds, Holdings

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Fuerst Financial Group Inc
CRD #149172
SEC #801-136510
CIK #
AUM 100.9 M (2026-06-12)
Employees 2 (100% Investors, 0% Brokers)
Phone423-899-8555
Address6005 Century Oaks Drive
Chattanooga, TN 37416
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1108866442202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 244 47.1
(b) Individuals (high net worth individuals) 26 47.0
(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 0.0
(h) Charitable organizations 6 6.0
(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 0 0.0
(n) Other 49 0.8
Total 542 100.9
By Discretionary
Discretionary 493 100.1
Non-Discretionary 49 0.8
Total 542 100.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 100.9
Total 542 100.9
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
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