RIA IntelAdvisersCaliforniaFITCH FINANCIAL ADVISORS LLC

FITCH FINANCIAL ADVISORS LLC

Advisory

CA

Data as of Apr 4, 2026 · Source: SEC Form ADV

Rank in CA
#4,366
of 5,480 advisers by AUM
Average account
$1M
across 16 accounts
AUM per adviser
$17M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 4, 2026.

Total AUM
$17M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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MESA WEALTH MANAGEMENT INC.
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SPRING, TOD MARC
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