The Fiscal Fitness Company, Inc.
The Fiscal Fitness Company, Inc. (CRD# 140768) is a financial advisory firm headquartered in Mandeville, LA. They manage $12,825,888 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Fiscal Fitness Company, Inc.
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$168,762
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA
Financial Advisors at The Fiscal Fitness Company, Inc.
1
David Simpson (CRD# 3062932) is an Investment Advisor Representative working at The Fiscal Fitness Company, Inc. in Mandeville, LA and has over 25 years of experience in the finance industry.
2
Rachel Simpson (CRD# 3079209) is an Investment Advisor Representative working at The Fiscal Fitness Company, Inc. in Mandeville, LA and has 1 year of experience in the finance industry.
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