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Fien Capital Management, LLC

EST. AUM
$137,710,371

CONTACTS
2

CLIENT ACCOUNTS
109

Firm Details

Metro area Rochester
CRD Number 114951
Website -
Client types

Overview

Fien Capital Management, LLC is a registered investment advisory firm founded in 2001 by Mark Fien. The firm provides tailored investment management on both a discretionary and non-discretionary basis to a wide range of clients. Their investment philosophy primarily utilizes fundamental analysis to construct portfolios consisting of bonds, stocks, and mutual funds. Portfolios are tailored to specific client needs, considering factors like risk tolerance, time horizon, and tax considerations.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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