Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 09/10/1976
ADV Location SUTTON, NH, United States
Contact Info 603 xxxxxxx
AUM* 175,076,230 20%
of that, discretionary 175,076,230 20%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,750,762 18%
% High Net Worth 86.00% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

175M 150M 125M 100M 75M 50M 25M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name FISCHER CUNNANE & ASSOCIATES LLC Filing Date01/28/2026 Form ADV-E View Report
Accounting Firm Name FISCHER CUNNANE & ASSOCIATES LLC Filing Date04/30/2025 Form ADV-E View Report
Accounting Firm Name FISCHER CUNNANE & ASSOCIATES LLC Filing Date01/26/2024 Form ADV-E View Report

Brochure Summary