PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Fierston Financial Group Inc

● SEC registered since 1989CRD 105003SEC# 801-34803West Hartford, CT
Export (members)
Reg. AUM
$1.04B
Employees
7
Accounts
904
Location
West Hartford, CT

Fierston Financial Group Inc assets under management

Fierston Financial Group Inc is a registered investment adviser overseen by the SEC based in West Hartford, CT. The firm has been registered since 1989. It reports $1 billion in regulatory assets under management and employs 7 people.

Fierston Financial Group Inc owners & executives

2 reported
NameTitleOwnershipSince
Brian Fierston ControlCo-President50-75%2016
Seth B. Fierston ControlCo-President (12/2016) Chief Compliance Officer50-75%2004

Frequently asked questions

How much does Fierston Financial Group Inc manage?

Fierston Financial Group Inc reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Fierston Financial Group Inc have?

Fierston Financial Group Inc reports 7 employees.

Where is Fierston Financial Group Inc located?

Fierston Financial Group Inc is based in West Hartford, CT and has been SEC-registered since 1989.

Does Fierston Financial Group Inc disclose fund performance?

Fierston Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address29 South Main St, Suite 302, West Hartford, CT 06107
Phone860-521-2100
Fax860-521-0585
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
CIK851132
Discloses disciplinary historyNo

Regulatory AUM

$1.04B▲ 10%
Feb '25 — $942.6MMar '25 — $942.6MApr '25 — $942.6MMay '25 — $942.6MJun '25 — $942.6MJul '25 — $942.6MAug '25 — $942.6MSep '25 — $942.6MOct '25 — $942.6MNov '25 — $942.6MDec '25 — $942.6MJan '26 — $942.6MFeb '26 — $1.04BMar '26 — $1.04BApr '26 — $1.04BMay '26 — $1.04BJun '26 — $1.04B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$1.04Bregulatory AUM
Discretionary $1.04B