$16.6M Total AUM
$16.6M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2006
- Office Locations
- 1
Office Locations
-- Mandeville LA
About THE Fiscal Fitness Company, Inc.
The Fiscal Fitness Company, Inc. is a Louisiana-based retail RIA providing financial planning for individuals and families, with emphasis on risk management, insurance needs, and charitable-giving goals. Portfolios use a mix of ETFs and mutual funds alongside cash. The firm’s approach is shaped by a faith-informed planning philosophy centered on financial independence and family self-sufficiency.
Team overview
59 AVG AGE
$16.6M AVG AUM / ADVISOR
$252.1K AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RACHEL HANNA SIMPSON
President
- CRD
- #3079209
- Ownership
- 75% or more
Available
Available
Available
D
DAVID GUYTON SIMPSON
Broker, Secretary, TREASURER
- CRD
- #3062932
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,639,828 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,639,828 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing