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 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
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 32Theodore Grigsby
Executive DirectorCRD 4436031

Audrey White
Executive DirectorCRD 4027353

Paul Galindo
Executive DirectorCRD 4178992
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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