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FUERST FINANCIAL GROUP, INC.
CRD 149172 · SEC 801-136510
6005 CENTURY OAKS DRIVE, SUITE 700, CHATTANOOGA, TN, 37416, United States
Phone
423-899-8555
Fax
423-855-1474
Registration
— (—)
Source
State registered
Total AUM
$100.9M
Discretionary AUM
$100.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsESTATE AND LEGACY PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $47.1M |
| High net worth individuals | 26 | $47.0M |
| Charitable organizations | 6 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD