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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 11-27-2023
- Office Locations
- 1
Office Locations
About Fifr
Fifr is an SEC-registered RIA offering flat-fee financial planning and ongoing investment management for tech professionals, entrepreneurs, and other high-earning households. The platform pairs automated money moves with on-demand access to human experts, coordinating investing and tax planning under one roof. With member permission, it monitors finances and automates actions to keep clients optimally invested and lower taxes, with <30-minute average response time and 95% retention reported.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL A ALFI
Chief Compliance Officer, Chief Executive Officer, President, Secretary, TREASURER
- CRD
- #6354062
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brendan Danesh McNamara
--
- CRD
- #7817408
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,013,090 | $50,946 |
| Non-Discretionary | $0 | -- |
| Total | $68,013,090 | $50,946 |
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Separately Managed Accounts
Total SMA Asset: $68,013,090
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,830,778,967 | 45.7% |
| Cash | $1,586,408,033 | 39.6% |
| Equity - Exchange | $588,893,891 | 14.7% |
| Total | $4,006,080,891 | 100.0% |