CRD: 299467
Fierce Financial Group LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal matrixDelta legacy +more
- Established Date
- 12-21-2018
- Office Locations
- 1
Office Locations
About Fierce Financial Group LLC
Fierce Financial Group is an independent boutique wealth manager providing personalized financial advice and in-house portfolio management led by CFA and CFP professionals. The firm positions itself as sales-free—no proprietary products, commissions, or outsourced management—with client assets custodied at Charles Schwab for separation and transparency. Partners also publish investor updates and market outlooks, with experience serving high-net-worth and cross-border families.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER W CERCY
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, PARTNER
- CRD
- #6692067
- Ownership
- 50% but less than 75%
Alexander George Kondeas
Financial Planner, PARTNER
- CRD
- #7042243
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $40,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,429,857,441 | 23.8% |
| Cash | $612,796,046 | 10.2% |
| Derivatives | $2,355,059,314 | 39.2% |
| Equity - Exchange | $1,610,091,571 | 26.8% |
| Total | $6,007,804,372 | 100.0% |