Fiscal Dynamics Incorporated
Fiscal Dynamics Incorporated (CRD# 111155) is a financial advisory firm headquartered in Farmington, CT. They manage $39,757,783 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$401,594
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Brian Sullivan (CRD# 4244770) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 15 years of experience in the finance industry.
Richard Sullivan (CRD# 439785) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 33 years of experience in the finance industry.