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Fien Capital Management, Llc
Rochester, New York
5.0
2 Reviews
Fien Capital Management, LLC, a small investment advisory firm based in Rochester, NY, has established a strong presence in the financial industry. With over $110,967,000 in assets under management, Fien Capital Management serves a diverse client base of over 60 individuals. While employer funds make up a significant portion of their portfolio, 401K and individual accounts constitute less than 30% of their assets. The firm exclusively manages discretionary assets, providing clients with a hands-off investment experience.
Fien Capital Management primarily caters to high-net-worth individuals, focusing on personalized investment st...see more
Assets Under Mgmt
$110.97M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Fien Capital Management, Llc
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