CRD: 149172
Fuerst Financial Group, Inc.
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1997
- Office Locations
- 1
Office Locations
About Fuerst Financial Group, Inc.
Fuerst Financial Wealth Management (Fuerst Financial Group) is a Chattanooga, TN registered investment adviser focused on personalized financial planning and ongoing advice to help clients grow, protect, and leave a legacy. Portfolios emphasize ETFs and municipal/investment-grade fixed income. The firm also runs educational events and a radio program; custody includes LPL Financial.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
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Owner & Executives
KEVIN MICHAEL FUERST
Chief Compliance Officer, DIRECTOR, Owner, President, TREASURER
- CRD
- #1932131
- Ownership
- 50% but less than 75%
SUSAN C FUERST
DIRECTOR, Owner, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Steven M Fuerst
--
- CRD
- #5362283
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,061,974 | $202,965 |
| Non-Discretionary | $825,424 | $16,845 |
| Total | $100,887,398 | $186,139 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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