FIEN CAPITAL MANAGEMENT, LLC

110 Allens Creek Road
Rochester, New York 14618
Tel: 585-271-8910

About FIEN CAPITAL MANAGEMENT, LLC

FIEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FIEN CAPITAL MANAGEMENT, LLC. The firm was established in 08/17/2001. They have over 1 offices throughout the country.

FIEN CAPITAL MANAGEMENT, LLC is a Rochester, New York based Financial Planning firm with nearly $118,263,928 assets under management, offering retirement planning & investment advisory services to 114 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114951
SEC#	801-60490
Assets Managed by Firm	$118,263,928
No. of Clients	114
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	114	$118,263,928
Individuals (other than high net worth individuals)	55	$16,297,170
High net worth individuals	57	$95,873,760
Charitable organizations	Fewer than 5 clients	$5,561,512
Corporations or other businesses	Fewer than 5 clients	$531,486

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BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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