Tech stack
No one at Fithian LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Fithian LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $64M held · filed Mar 2024
Northern Trust
Per Form ADV · $39M held · filed Mar 2024
BNY
Per Form ADV · $32M held · filed Mar 2024
Website Builders
