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 registered investment adviser organized as an LLC and registered with the SEC since 2013. The firm positions itself as a capital allocator serving individual and family clients as well as institutional accounts. Core advisory services named in filings include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, which shapes its product mix and distribution capabilities. Fee arrangements include percentage-of-AUM billing, fixed fees and commission-based products. Fiduciary Financial Partners does not identify as an active ESG investor in its filings.