Fierro, Christopher P
Firm details
- Headquarters
- ,
- CRD number
- 139448
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Christopher P. Fierro operates as a sole-proprietor independent registered investment adviser focused on providing financial planning and portfolio management to individuals, families and small-business clients. The practice charges fees based on a percentage of assets under management and lists accounting as a core business activity. The adviser is not positioned as a multi-state firm, does not market itself as an ESG investor, and does not identify as a pension consultant or related-adviser network participant. Industry affiliations noted in filings include accounting and a law firm relationship.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents95%
Contacts
1 of 1
Christoper Fierro
Sole ProprietorCRD 5089133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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