Overview
Assets Under Management: $162 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 35
Average Client Assets: $3.0 million
Frequently Asked Questions
FIDUCIARY MANAGEMENT GROUP LTD 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 #110943), FIDUCIARY MANAGEMENT GROUP LTD is subject to fiduciary duty under federal law.
FIDUCIARY MANAGEMENT GROUP LTD is headquartered in EDINA, MN.
FIDUCIARY MANAGEMENT GROUP LTD serves 35 high-net-worth clients according to their SEC filing dated November 10, 2017. View client details ↓
According to their SEC Form ADV, FIDUCIARY MANAGEMENT GROUP LTD offers portfolio management for individuals. View all service details ↓
FIDUCIARY MANAGEMENT GROUP LTD manages $162 million in client assets according to their SEC filing dated November 10, 2017.
According to their SEC Form ADV, FIDUCIARY MANAGEMENT GROUP LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.13%
Average Client Assets: $3.0 million
Total Client Accounts: 205
Discretionary Accounts: 205
Regulatory Filings
CRD Number: 110943
Filing ID: 1151080
Last Filing Date: 2017-11-10 15:17:00