FIDUCIARY FINANCIAL PARTNERS, LLC

RIASEC RegisteredEst. 2013

Total AUM

$293M

Discretionary

$273M

93% of AUM

Avg account

$354K

Accounts

829

Employees

Advisory reps

Firm details

Headquarters: NAPERVILLE, Illinois
CRD number: 156389
Registered since: July 5, 2013
Website: www.fiduciaryfinancialpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI81.91%
Individuals15.19%
Pension & Profit Sharing Plans2.22%
Corporations / Businesses0.68%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fiduciary Financial Partners, LLC is an independent SEC-registered advisory firm organized as an LLC and registered with the SEC in 2013. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory services listed on regulatory filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. In addition to advisory activities, the firm operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are a mix of percentage-of-AUM, fixed fees, and commissions. The firm does not identify itself as an active ESG investor in its materials.