F
CRD: 114951
Fien Capital Management, LLC
Rochester, NY, 14618
5852718910
$137.7M Total AUM
$137.7M Disc. AUM
7.7% 3Y CAGR
2 Employees
108 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2001
- Office Locations
- 1
Office Locations
110 Allens Creek Road Rochester NY
About Fien Capital Management, LLC
Fien Capital Management, LLC is a Rochester-based RIA. The firm has been operating for 24 years. Managing $137.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
56 AVG AGE
$68.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
See the complete signal summary connected to pathway matrix.
Full visibility includes strategy notes for unison vital timber.
Premium access reveals conviction themes in ridge value.
Unlock to see real insight on meridian matrix.
Upgrade to reveal position-level detail across ridge north.
Request access to benchmark trends tied to harbor.
Full visibility includes strategy notes for focus momentum.
Unlock to see real insight on element meridian.
Asset Classes
Zenith pioneer Unison
Client Personas
Atlas catalyst
Investment Themes
Summit Ridge quantum
Investment Vehicles
Pioneer summit
Services
Optima meridian Legacy element Catalyst value
Owner & Executives
M
MARK ANTHONY FIEN
Chief Compliance Officer, President
- CRD
- #4440219
- Ownership
- 75% or more
(399) 215-3493
pioneer.focus@primecapital.com
in linkedin.com/in/oak-peak
D
DAMIAN WEIDMANN
Investment Advisor, VICE PRESIDENT
- CRD
- #5644286
- Ownership
- Less than 5%
(274) 776-2494
meridian.summit@matrixcapital.com
in linkedin.com/in/quantum-summit
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,710,371 | $1,263,398 |
| Non-Discretionary | $0 | -- |
| Total | $137,710,371 | $1,263,398 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $137,710,371
Public Funds:
28.2% Equity - Exchange:
11.3% U.S. Government/Agency:
10.7% Corporate - Investment Grade:
20.6% Corporate - Non-Investment Grade:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $488,055,200 | 28.2% |
| Equity - Exchange | $195,568,219 | 11.3% |
| U.S. Government/Agency | $185,184,065 | 10.7% |
| Corporate - Investment Grade | $356,522,593 | 20.6% |
| Corporate - Non-Investment Grade | $505,362,123 | 29.2% |
| Total | $1,730,692,200 | 100.0% |