Overview
Assets Under Management: $1.0 billion
Headquarters: WINDSOR, CT
High-Net-Worth Clients: 94
Average Client Assets: $0.9 million
Frequently Asked Questions
FIDUCIARY INVESTMENT ADVISORS, LLC 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 #140675), FIDUCIARY INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
FIDUCIARY INVESTMENT ADVISORS, LLC is headquartered in WINDSOR, CT.
FIDUCIARY INVESTMENT ADVISORS, LLC serves 94 high-net-worth clients according to their SEC filing dated February 17, 2018. View client details ↓
According to their SEC Form ADV, FIDUCIARY INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FIDUCIARY INVESTMENT ADVISORS, LLC manages $1.0 billion in client assets according to their SEC filing dated February 17, 2018.
According to their SEC Form ADV, FIDUCIARY INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.08%
Average Client Assets: $0.9 million
Total Client Accounts: 101
Discretionary Accounts: 101
Regulatory Filings
CRD Number: 140675
Filing ID: 1165750
Last Filing Date: 2018-02-17 09:40:00