FIDUCIARY MANAGEMENT, INC.

RIASEC RegisteredEst. 1980

Total AUM

$11.4B

Discretionary

$11.4B

100% of AUM

Avg account

$19.7M

Accounts

577

Employees

Advisory reps

Firm details

Headquarters: MILWAUKEE, Wisconsin
CRD number: 109149
Registered since: April 18, 1980
Website: www.fmimgt.com
Custodians: THE NORTHERN TRUST COMPANY., CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Investment Companies53%
Pension & Profit Sharing Plans10.1%
HNWI10%
Pooled Investment Vehicles7.13%
Charitable Organizations6.9%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fiduciary Management, Inc. is a privately owned corporate RIA that has been SEC-registered since 1980. It serves both individual and family clients as well as institutions, charging fees as a percentage of assets under management. The firm’s advisory scope includes discretionary portfolio management across individuals/small businesses, investment companies, pooled vehicles and institutional accounts. Fiduciary Management is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm appeared on CNBC’s Top 100 Financial Advisory Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Owners & executives

3 of 3

TED KELLNER
Chairman & CEOCRD 4346870
JONATHAN BLOOM
Co-Chief Investment OfficerCRD 6384242
Daniel LaNuez
Partner, Chief Operating Officer & Chief Compliance OfficerCRD 5473412