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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-14-1989
- Office Locations
- 1
Office Locations
About Fierston Financial Group INC
Fierston Financial Group is a West Hartford, CT wealth management firm providing comprehensive financial planning and investment advisory built around clients’ full-life goals, often for business owners and entrepreneurs. The team emphasizes disciplined asset allocation using mutual funds, ETFs and index strategies, with access to institutional investments and portfolio rebalancing tools through its independent custodian, Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN FIERSTON
Co-President, President
- CRD
- #2735018
- Ownership
- 50% but less than 75%
SETH B. FIERSTON
Director
- CRD
- #4333000
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Max Harrison Asnes
Client Service Specialist
- CRD
- #7138635
Marissa Nicole Fierston
--
- CRD
- #7128003
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,035,576,610 | $1,145,549 |
| Non-Discretionary | $0 | -- |
| Total | $1,035,576,610 | $1,145,549 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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