RIA Intelligence

FIERSTON FINANCIAL GROUP INC

CRD #105003 SEC #801-34803 WEST HARTFORD, CT 860-521-2100
SEC Registered
Total AUM
$942.6M
Discretionary
$942.6M
Employees
7
Clients
251
Accounts
932

AUM Over Time

DateMay 2025
Total AUM$942.6M
Discretionary$942.6M
Non-Disc.$0
Employees7
Clients2
DateFeb 2025
Total AUM$942.6M
Discretionary$942.6M
Non-Disc.$0
Employees7
Clients2
DateFeb 2025
Total AUM$942.6M
Discretionary$942.6M
Non-Disc.$0
Employees7
Clients2
DateMar 2024
Total AUM$835.9M
Discretionary$835.9M
Non-Disc.$0
Employees6
Clients2
DateMar 2023
Total AUM$718.3M
Discretionary$718.3M
Non-Disc.$0
Employees7
Clients2
DateFeb 2023
Total AUM$718.3M
Discretionary$718.3M
Non-Disc.$0
Employees7
Clients2
DateMar 2022
Total AUM$836M
Discretionary$836M
Non-Disc.$0
Employees9
Clients2
DateMar 2022
Total AUM$836M
Discretionary$836M
Non-Disc.$0
Employees9
Clients2
DateMar 2022
Total AUM$836M
Discretionary$836M
Non-Disc.$0
Employees9
Clients2
DateAug 2021
Total AUM$776.3M
Discretionary$776.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$776.3M
Discretionary$776.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$776.3M
Discretionary$776.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$713.6M
Discretionary$713.6M
Non-Disc.$0
Employees7
Clients1
DateFeb 2020
Total AUM$713.6M
Discretionary$713.6M
Non-Disc.$0
Employees7
Clients1
DateDec 2019
Total AUM$618.9M
Discretionary$618.9M
Non-Disc.$0
Employees7
Clients1
DateFeb 2019
Total AUM$618.9M
Discretionary$618.9M
Non-Disc.$0
Employees7
Clients1
DateJul 2018
Total AUM$655.1M
Discretionary$655.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$655.1M
Discretionary$655.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$583.2M
Discretionary$583.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$583.2M
Discretionary$583.2M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$583.2M
Discretionary$583.2M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees5
Clients300
DateOct 2014
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees6
Clients300
DateFeb 2013
Total AUM$475.9M
Discretionary$475.9M
Non-Disc.$0
Employees6
Clients300
DateFeb 2012
Total AUM$438.3M
Discretionary$438.3M
Non-Disc.$0
Employees6
Clients300
DateNov 2010
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$389.4M
Discretionary$389.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$373.9M
Discretionary$373.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$282.4M
Discretionary$282.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$282.4M
Discretionary$282.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$214.7M
Discretionary$207.7M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2002
Total AUM$214.7M
Discretionary$207.7M
Non-Disc.$7.1M
Employees5
Clients--