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Building 2FIERSTON FINANCIAL GROUP INC

Map pinWEST HARTFORD, CT
Phone860-521-2100
NotebookSEC #801-34803
Total AUM
$1B
Employees
7
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
29 SOUTH MAIN ST
SUITE 302
WEST HARTFORD
CT 06107
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
860-521-2100

ReceiptFinancials

Total AUM
$1B
Accounts
904
Discretionary
$1B
Accounts
904
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$50.6M
HNW Individual Clients
180
AUM
$950M
Pension/Profit Sharing Plan Clients
1
AUM
$18.4M
Charitable Organization Clients
1
AUM
$12.9M
Corporation or Business Clients
5
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNHNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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