Overview
Assets Under Management: $378 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 11
Average Client Assets: $6.8 million
Frequently Asked Questions
FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106607), FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT is headquartered in DALLAS, TX.
FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT serves 11 high-net-worth clients according to their SEC filing dated September 27, 2018. View client details ↓
According to their SEC Form ADV, FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT manages $378 million in client assets according to their SEC filing dated September 27, 2018.
According to their SEC Form ADV, FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.71%
Average Client Assets: $6.8 million
Total Client Accounts: 753
Discretionary Accounts: 752
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 106607
Filing ID: 1238303
Last Filing Date: 2018-09-27 08:47:00