Hirst Financial Independence Planning, Inc.
CRD 342919SEC# 801-136636Fall River, MA
No longer SEC-registered. Hirst Financial Independence Planning, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
4
Accounts
—
Location
Fall River, MA
Hirst Financial Independence Planning, Inc. assets under management
Hirst Financial Independence Planning, Inc. is a registered investment adviser overseen by the SEC based in Fall River, MA. It employs 4 people.
Hirst Financial Independence Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leonard Thomas Arthur Hirst Control | Chief Compliance Officer And Chief Investment Officer | Under 5% | 2026 |
| Mary Magdalen Defrias Hirst Control | Chief Executive Officer And President | Over 75% | 2015 |
Frequently asked questions
How many employees does Hirst Financial Independence Planning, Inc. have?
Hirst Financial Independence Planning, Inc. reports 4 employees.
Where is Hirst Financial Independence Planning, Inc. located?
Hirst Financial Independence Planning, Inc. is based in Fall River, MA.
Does Hirst Financial Independence Planning, Inc. disclose fund performance?
Hirst Financial Independence Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 99 South Main Street, Suite 351, Fall River, MA 02721 |
| Office hours | Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,825 advisers