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FISCAL DYNAMICS INCORPORATED
CRD 111155 · SEC 801-63175
314 FARMINGTON AVENUE, SUITE 100, FARMINGTON, CT, 06032, United States
Phone
860-677-1753
Fax
860-677-4267
Registration
— (—)
Source
State registered
Total AUM
$32.1M
Discretionary AUM
$32.1M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2025-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $4.4M |
| High net worth individuals | 13 | $26.2M |
| Pension/profit sharing plans | 4 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD