F
$17.5M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2003
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Fitch Financial Advisors LLC
Fitch Financial Advisors LLC is a SAN Francisco-based RIA. The firm has been operating for 23 years. Managing $17.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
78 AVG AGE
$17.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CLAUDIA CORINNE FITCH
MANAGING PRINCIPAL, Owner
- CRD
- #1240424
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,468,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,468,016 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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