FITHIAN LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $136.2M |
| Discretionary | $135.4M99% of AUM |
| Non-Discretionary | $742K |
| Client Accounts | 74 |
| Avg Account Size | $1.8M |
| Employees | 6 |
| Peak AUM | $149.1MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $136M | 8.7% | +8.9% | +22.6% | |
| Discretionary AUM | $135M | ||||
Key Metrics
| Total AUM | $136.2M |
| Discretionary | $135.4M |
| Employees | 6 |
| Client Accounts | 74 |
Contact & Location
Address
654 MADISON AVENUE
NEW YORK NY 10065
Phone
212-593-2828
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$135M
99.5% of AUM
Non-Discretionary
$741,984
0.5% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported