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Hirst Financial Independence Planning, Inc.

CRD 342919SEC# 801-136636Fall River, MA
Export (members)
No longer SEC-registered. Hirst Financial Independence Planning, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
4
Accounts
Location
Fall River, MA

Hirst Financial Independence Planning, Inc. assets under management

Hirst Financial Independence Planning, Inc. is a registered investment adviser overseen by the SEC based in Fall River, MA. It employs 4 people.

Hirst Financial Independence Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Leonard Thomas Arthur Hirst ControlChief Compliance Officer And Chief Investment OfficerUnder 5%2026
Mary Magdalen Defrias Hirst ControlChief Executive Officer And PresidentOver 75%2015

Frequently asked questions

How many employees does Hirst Financial Independence Planning, Inc. have?

Hirst Financial Independence Planning, Inc. reports 4 employees.

Where is Hirst Financial Independence Planning, Inc. located?

Hirst Financial Independence Planning, Inc. is based in Fall River, MA.

Does Hirst Financial Independence Planning, Inc. disclose fund performance?

Hirst Financial Independence Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address99 South Main Street, Suite 351, Fall River, MA 02721
Office hoursAppointment Only
Discloses disciplinary historyNo