FIREPLACE FINANCIAL INC

FIREPLACE FINANCIAL INC is an SEC-registered investment adviser (CRD 312085). Regulatory assets under management: $4.5M.

Registration

• CRD: 312085
• Type: Registered investment adviser
• Phone: 951-234-5175
• Latest filing: 2026-06-05
• Regulatory AUM: $4.5M
• Non-discretionary AUM: $4.5M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312085 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search