← Back to searchVisit website
FIERSTON FINANCIAL GROUP INC
CRD 105003 · SEC 801-34803
29 SOUTH MAIN ST, SUITE 302, WEST HARTFORD, CT, 06107, United States
Phone
860-521-2100
Fax
860-521-0585
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$1.04B
Team
7 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $50.6M |
| High net worth individuals | 180 | $950.0M |
| Corporations/business entities | 5 | $3.8M |
States served
CA, MD, MA, NJ, NY, NC, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/max-asnes/
- https://www.linkedin.com/in/will-fierston-cfp%C2%AE-b112b5153/
- https://www.linkedin.com/in/heidi-garrity-174683a5/
- https://www.linkedin.com/in/sean-moyer-405b77169/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FIERSTON-FINANCIAL-GROUP
- HTTP://WWW.FIERSTON.COM
- https://www.linkedin.com/in/marissafierston/
- https://www.linkedin.com/in/brian-fierston-cfp%C2%AE-2545a6113/
- https://www.linkedin.com/in/seth-fierston-cfp%C2%AE-cpa-393babb3/
Official SEC filing: View on IAPD