← Directory
FIERSTON FINANCIAL GROUP INC
CRD 105003File 801-34803
APPROVED
Retail clients
Custody
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.04B
Above cohort median (national)
Discretionary AUM
$1.04B
Clients
315
904 accounts
Employees
7
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 14, 1989
- Principal office
- 29 SOUTH MAIN ST, SUITE 302, WEST HARTFORD, CT, 06107
- Phone
- 860-521-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.04B
- Discretionary AUM
- $1.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 904
- Non-discretionary accounts
- 0
- Total accounts
- 904
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.8M |
| Charitable organizations | Fewer than 5 | $12.9M |
| High net worth individuals | 180 | $950.0M |
| Pension and profit sharing plans | Fewer than 5 | $18.4M |
| Individuals (other than high net worth individuals) | 130 | $50.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.