CRD: 111155
Fiscal Dynamics Incorporated
$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-1986
- Office Locations
- 1
Office Locations
314 Farmington Avenue, Suite 100 Farmington CT
About Fiscal Dynamics Incorporated
Fiscal Dynamics Incorporated is a Farmington-based RIA. The firm has been operating for 40 years. Managing $35.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$17.7M AVG AUM / ADVISOR
$694.2K AVG AUM / CLIENT
26.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
40yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
I
IRIS R PAYANDEH
Executive Vice President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
B
BRIAN PARKER SULLIVAN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Investment Officer, Chief Operating Officer, DIRECTOR, Financial Advisor, President, TREASURER
- CRD
- #4244770
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,403,559 | $423,395 |
| Non-Discretionary | $0 | $1,629,493 |
| Total | $35,403,559 | $598,325 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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