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
33

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

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

Contacts

3 of 33
  • AUDREY WHITE

    Senior ConsultantCRD 4027353

  • JAYSON DAVIDSON

    Managing PartnerCRD 2825116

  • MATTHEW MORGANROTH

    Senior AnalystCRD 6669047

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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