Fiduciary Consulting Group

RIASEC RegisteredEst. 2009

Total AUM

$14.7B

Discretionary

$14.7B

100% of AUM

Avg account

$210M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Greenwood Village, Colorado
CRD number: 149122
Registered since: February 24, 2009
Website: msiia.morganstanley.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans88.67%
Charitable Organizations6.39%
State / Municipal Government4.94%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiduciary Consulting Group LLC is an institutional registered adviser that positions itself as a capital allocator and pension consultant for institutional clients. The firm, SEC-registered since 2009, provides portfolio management for businesses and institutions, pension consulting, manager selection, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, reflecting work with both ongoing advisory mandates and project-based consulting. The adviser reports it is not an active ESG investor and is not registered as a multi-state adviser. Its ownership is a mix of a domestic entity and individual ownership, and the firm’s stated market focus is institutional clients rather than retail households.