Fiduciary Consulting Group

RIASEC RegisteredEst. 2009
Total AUM
$14.7B
Discretionary
$14.7B
100% of AUM
Avg account
$210M
Accounts
70
Employees
52
Advisory reps
32

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
149122
Registered since
February 24, 2009
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 is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2009. The firm serves primarily institutional clients and positions itself as a capital allocator and pension consultant, providing portfolio management for businesses and institutions, selecting third‑party managers, and running educational seminars and workshops. Its fee arrangements include asset‑based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor. The organization maintains broad industry linkages: it lists affiliations across broker‑dealer, banking, trust, insurance, futures and commodities, and pooled vehicle sponsorship roles, in addition to acting as a pension consultant and a registered security‑based swap dealer. That mix suggests it operates at the intersection of advisory, fiduciary and delegate roles for complex institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

3 of 32
  • Theodore Grigsby

    Theodore Grigsby

    Executive DirectorCRD 4436031

  • Audrey White

    Audrey White

    Executive DirectorCRD 4027353

  • Paul Galindo

    Paul Galindo

    Executive DirectorCRD 4178992

Unlock 29 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth