FIDUCIAL PARTNERS LLC
Firm details
- Headquarters
- BRIGHTON, Michigan
- CRD number
- 294063
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fiducial Partners LLC operates as a limited liability company primarily focused on providing portfolio management services for individuals and small businesses. The firm is structured to cater to a client base that includes individuals and families, emphasizing personalized investment strategies. Fiducial Partners does not engage in capital allocation or serve as a pension consultant, and it does not actively pursue ESG investments. The firm also functions as an insurance broker, which complements its advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Non-Exchange Traded Equities35%
- Cash & Cash Equivalents10%
Contacts
1 of 1WILLIAM WINN
OwnerCRD 5183305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRIGHTON, MI
LIVINGSTON
Location
BRIGHTON, MI
Headquartered in BRIGHTON, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- LIVINGSTON
- Address
- 2020 Grand River Anx
- Time zone
- ET (UTC-5)
- Office locations
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