← Tributary

FIFR

· CRD 328620 · IAPD ↗ · 818-605-4900

$68.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — FIFR shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
February 2026 — FIFR reported RAUM up 63% ($42.2M -> $68.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — FIFR (location n/a) is newly SEC-registered with $42.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.