FERN FINANCIAL GROUP, LLC

FERN FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 322658). Regulatory assets under management: $63.0M.

Registration

• CRD: 322658
• Type: Registered investment adviser
• Phone: 480-856-5800
• Latest filing: 2026-03-02
• Regulatory AUM: $63.0M
• Discretionary AUM: $63.0M
• Clients: 3
• Accounts: 128

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search