WEST HARTFORD, CTCRD 105003Latest ADV February 4, 2026
Fierston Financial Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in West Hartford, CT. Its latest Form ADV filing, dated February 4, 2026, reports $1.0B in regulatory assets under management, 7 employees, and 904 accounts.
Assets Under Management
$1.0B
Employees
7
Offices
--
Total Clients
315
Primary office
WEST HARTFORD, CT
29 SOUTH MAIN ST, SUITE 302, WEST HARTFORD, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
180
2
Individuals
41.3%
130
3
Corporations
1.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of February 4, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts904
10Y AUM Change+$452M (+77.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee45:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.