FITCH FINANCIAL ADVISORS LLC

FITCH FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 113726). Regulatory assets under management: $17.5M.

Registration

• CRD: 113726
• Type: Registered investment adviser
• Phone: 415-928-3499
• Latest filing: 2026-04-04
• Regulatory AUM: $17.5M
• Discretionary AUM: $17.5M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113726 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search