FERN FINANCIAL GROUP, LLC

CRD 322658

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$63.0M

Discretionary AUM

$63.0M

Team

3 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersGENERAL PARTNER TO POOLED INVESTMENT VEHICLES

Client types

Type	Clients	AUM
Individuals	59	$6.8M
High net worth individuals	18	$45.8M
Pooled investment vehicles	1	$9.9M

All web addresses on file

Official SEC filing: View on IAPD