Fiscal Dynamics Incorporated is an adviser based in Farmington. It manages $78.38 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Florida, and New York.
Fiscal Dynamics Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiscal Dynamics Incorporated is $78.38 million. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fiscal Dynamics Incorporated for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul L Bourdeau has been acting as President since 1 Sep 2000. Brian Parker Sullivan joined the executive team most recently as the Vice President, Director, Secretary.
The principal office where Fiscal Dynamics Incorporated performs its advisory services is located at 314 Farmington Avenue, Farmington, CT 06032, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-677-1753 or by fax 860-677-4267. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at fdicentral.com.