Overview
Assets Under Management: $71 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 15
Average Client Assets: $3.9 million
Frequently Asked Questions
FIDUCIARY MANAGEMENT GROUP, 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 #136612), FIDUCIARY MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
FIDUCIARY MANAGEMENT GROUP, LLC is headquartered in NEW YORK, NY.
FIDUCIARY MANAGEMENT GROUP, LLC serves 15 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, FIDUCIARY MANAGEMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FIDUCIARY MANAGEMENT GROUP, LLC manages $71 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, FIDUCIARY MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.00%
Average Client Assets: $3.9 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 136612
Filing ID: 2052255
Last Filing Date: 2026-03-04 17:36:00