CRD: 111155
Fiscal Dynamics Incorporated
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-04-1986
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 13, 2011 and April 18, 2012, reported AUM increased 69.8%, from $46.2M to $78.4M.
Of the latest reported AUM, 60.5% is discretionary and 39.5% is non-discretionary.
The firm reports 2 advisory representatives and 51 clients, or 25.5 clients per representative. That equates to $694.2K in reported AUM per client.
The profile lists 1 reported office location and 40 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
- Technology
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The full Fiscal Dynamics Incorporated record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
IRIS R PAYANDEH
Executive Vice President
- CRD
- --
- Ownership
- Less than 5%
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%
Showing 2 of 3 owners & executives
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| 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
SMA allocation detail is available
Fiscal Dynamics Incorporated has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.