Overview
Assets Under Management: $248 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 102
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 786
Discretionary Accounts: 740
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 156389
Last Filing Date: 2025-02-24 00:00:00
Website: https://fiduciaryfp.com