First Fidelity Group LLC

Overview

First Fidelity Group LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm serves individuals and families, focusing on portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside other fee structures. In addition to advisory services, the firm is engaged in broker-dealer and insurance brokerage activities. The firm does not identify as an active ESG investor, is not positioned as a capital allocator to external managers, and is not configured as a multi-state or pension consultant adviser. Its business model centers on direct client portfolio management rather than operating as a fund sponsor or affiliated manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices