Fiduciary Trust International, LLC

RIASEC RegisteredEst. 2003
Total AUM
$7.7B
Discretionary
$7.1B
93% of AUM
Avg account
$15.9M
Accounts
483
Employees
50
Advisory reps
18

Firm details

Headquarters
Lincoln, Massachusetts
CRD number
124062
Registered since
April 17, 2003
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.48%
  • Other12.45%
  • Pooled Investment Vehicles9.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fiduciary Trust International, LLC is an independent RIA and registered capital allocator that manages bespoke investment programs for high-net-worth individuals, families and institutional clients. The firm blends discretionary portfolio management with financial planning and serves as an adviser and sponsor for pooled investment vehicles, which allows it to combine direct portfolio implementation with selection and oversight of external managers. Fiduciary Trust routinely acts in a CPO/CTA capacity and reports being an active ESG investor; that signals attention to environmental, social and governance factors alongside traditional investment analysis. Investment activity skews toward centrally managed separate account programs and pooled fund structures where the firm can allocate across public markets, mutual funds and third‑party alternative managers. The firm’s advisory footprint includes portfolio management for individuals/small businesses, pooled investment vehicles and institutional entities, plus selection of other advisers — positioning it to mix in-house strategies with external specialized managers when needed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, Exchange Traded Equities 31%, Private Funds 15%, US Government Bonds 5%, State & Local Bonds 5%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%39%
  • Public Funds/Mutual Funds39%
  • Exchange Traded Equities31%
  • Private Funds15%
  • US Government Bonds5%
  • State & Local Bonds5%

Owners & executives

3 of 3
  • Adam Spector

    Chief Executive OfficeCRD 2270713

  • Amy Spector

    Amy Spector

    Chief Accounting OfficerCRD 6776988

  • Rebecca Gompper

    Rebecca Gompper

    Chief Compliance OfficerCRD 6889453

Contacts

3 of 15
  • Katherine Burke

    Katherine Burke

    Managing Director, Portfolio ManagementCRD 5322910

  • Tyler Rodday

    Managing DirectorCRD 4483709

  • Alex Paul

    Alex Paul

    General Securities RepresentativeCRD 4493608

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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

Lincoln, MA

Middlesex

Location

Lincoln, MA

Headquartered in Lincoln, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
55 Old Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth