RIA Intel›Advisers›Louisiana›THE FISCAL FITNESS COMPANY, INC.

THE FISCAL FITNESS COMPANY, INC.

Advisory

LA

Data as of Mar 20, 2025 · Source: SEC Form ADV

Average account

$252K

across 66 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2025.

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 Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndFebruary

Operates InLA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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