FIDUCIARY CONSULTING GROUP
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
FINTRXOverview
Fiduciary Consulting Group is an SEC-registered advisory LLC that began registration in 2009 and positions itself as an institutional-focused capital allocator and pension consultant. The firm provides portfolio management for businesses and institutions, pension consulting, selection of other advisers, and runs educational seminars and workshops for clients and stakeholders. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm maintains a broad set of industry affiliations spanning broker-dealer relationships, other registered investment advisers, futures and swap market participants (including registered security-based swap dealer, CPO/CTA, and futures commission merchant designations), banking or thrift institutions, trust companies, and insurance companies. It also acts as sponsor, general partner, or managing member of pooled investment vehicles in some capacities. Fiduciary Consulting Group does not identify as an active ESG investor in the provided data and is described as serving institutional clients rather than retail households.
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
- Public Funds/Mutual Funds100%
Contacts
3 of 33AUDREY WHITE
Senior ConsultantCRD 4027353
JAYSON DAVIDSON
Managing PartnerCRD 2825116
MATTHEW MORGANROTH
Senior AnalystCRD 6669047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 5299 Dtc Blvd
- Time zone
- MT (UTC-7)
- Office locations
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