FIDUCIARY FINANCIAL ADVISORS

RIASEC RegisteredEst. 2021

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$161K

Accounts

8,246

Employees

Advisory reps

Firm details

Headquarters: GRAND RAPIDS, Michigan
CRD number: 172103
Registered since: March 26, 2021
Website: www.forfiduciary.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.29%
Individuals26.25%
Pooled Investment Vehicles0.75%
Charitable Organizations0.48%
Pension & Profit Sharing Plans0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fiduciary Financial Advisors is an independent, LLC-structured registered investment adviser that began SEC registration in 2021 and is owner-operated. The firm serves both individual and family clients as well as institutional clients, and positions itself as a capital allocator that combines portfolio management, financial planning, trust services and selection of external advisers. Its advisory menu includes portfolio management for individuals, small businesses and institutions, pension consulting, and trustee-type responsibilities through its trust company activity. The firm charges a mix of percentage-of-AUM, hourly and fixed fees. It does not identify as an active ESG investor. Fiduciary Financial Advisors has also been recognized in industry press, appearing on FA Magazine’s Top RIA Firms list in 2020.