Overview
Assets Under Management: $187 million
Headquarters: WAUSAU, WI
High-Net-Worth Clients: 29
Average Client Assets: $1.7 million
Frequently Asked Questions
FINANCIAL FIDUCIARIES, 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 #153645), FINANCIAL FIDUCIARIES, LLC is subject to fiduciary duty under federal law.
FINANCIAL FIDUCIARIES, LLC is headquartered in WAUSAU, WI.
FINANCIAL FIDUCIARIES, LLC serves 29 high-net-worth clients according to their SEC filing dated October 09, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL FIDUCIARIES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINANCIAL FIDUCIARIES, LLC manages $187 million in client assets according to their SEC filing dated October 09, 2018.
According to their SEC Form ADV, FINANCIAL FIDUCIARIES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.94%
Average Client Assets: $1.7 million
Total Client Accounts: 526
Discretionary Accounts: 526
Regulatory Filings
CRD Number: 153645
Filing ID: 1243844
Last Filing Date: 2018-10-09 17:30:00