SourcingSourcing

FIFR, INC.

C34
CRD 328620·SEC 801-131862
AUM
$68.0M
$25M-$100M
Est. Revenue
$680K
@ 1% on AUM
Est. EBITDA
$204K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIFR, INC.
CRD
328620
SEC file #
801-131862
EIN
923917520
DBA names
Fifr

Economics

AUM
$68.0M
AUM band
$25M-$100M
AUM trajectory
'25'26
$42.2M → $68.0M▲ +61%
Client mix
Individuals Other201
Individuals High Net Worth13

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
4 advisors → 1 advisors▼ -75%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
Fixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/fifr(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALFI, DANIEL, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ALFI, DANIEL, A
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:fifr.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002044848
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-11-25
Edgar Last Filing Date
2025-11-25
Edgar Form D Count
1
Edgar Form D Offerings
2025-11-252025-11-25 · 0002044848-25-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Edgar Addresses
Mailing
1504A BOSCOBEL STREETTENNESSEE, TN 37206
Business
1504A BOSCOBEL STREETTENNESSEE, TN 37206
Edgar EIN
923917520
Edgar Recent Filings
D2025-11-25 · 0002044848-25-000004
Firm Has Custody
No
Top Owner CRD
6354062
Trust Company Affiliate
No

People (2)

2
ALFI, DANIEL, A
IAR · Direct Owner · 87.5%
6354062
Brendan Danesh McNamara
IAR
7817408