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Home > Retirement Planners > connecticut > west hartford > FIERSTON FINANCIAL GROUP INC
FIERSTON FINANCIAL GROUP INC
29 South Main St
Suite 302
West Hartford, Connecticut 06107
Tel: 860-521-2100
About FIERSTON FINANCIAL GROUP INC
FIERSTON FINANCIAL GROUP INC, formally registered with the SEC as FIERSTON FINANCIAL GROUP INC. The firm was established in 07/14/1989. They have over 1 offices throughout the country.
FIERSTON FINANCIAL GROUP INC is a West Hartford, Connecticut based Financial Planning firm with nearly $942,560,611 assets under management, offering retirement planning & investment advisory services to 932 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105003 |
| SEC# | 801-34803 |
| Assets Managed by Firm | $942,560,611 |
| No. of Clients | 932 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 932 | $942,560,611 |
| Individuals (other than high net worth individuals) | 141 | $57,385,055 |
| High net worth individuals | 173 | $850,103,170 |
| Pension and profit sharing plans | Fewer than 5 clients | $16,287,338 |
| Charitable organizations | Fewer than 5 clients | $15,479,297 |
| Corporations or other businesses | 6 | $3,305,751 |
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