F
CRD: 174073
First Fidelity Group LLC
Birmingham, AL
2052662136
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2015
- Office Locations
- 1
Office Locations
1134 Greymoor Road Birmingham AL
About First Fidelity Group LLC
First Fidelity Group LLC is a Birmingham-based RIA. The firm has been operating for 11 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$98.9K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Client Personas
Vertex
Investment Themes
Vital
Investment Vehicles
Matrix capital
Services
Horizon Delta North value Bridge harbor
Owner & Executives
MARK ROBERT MIEHLE
MANAGING DIRECTOR, President
- CRD
- #5855372
- Ownership
- 75% or more
(842) 437-9628
glacier.horizon@meridiancapital.com
in linkedin.com/in/eagle-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,314,929 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,314,929 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,314,929
Equity - Exchange:
16.5% Cash:
16.7% U.S. Government/Agency:
66.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $269,311,664 | 16.5% |
| Cash | $272,576,048 | 16.7% |
| U.S. Government/Agency | $1,090,304,193 | 66.8% |
| Total | $1,632,191,905 | 100.0% |