FIDUCIARY TRUST INTERNATIONAL, LLC
Firm details
- Headquarters
- LINCOLN, Massachusetts
- CRD number
- 124062
- Registered since
- April 17, 2003
- Website
- www.fiduciarytrust.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities31%
- Private Funds15%
- US Government Bonds5%
- State & Local Bonds5%
Owners & executives
3 of 3AMY SPECTOR
Chief Accounting OfficerCRD 6776988
ADAM SPECTOR
Chief Executive OfficerCRD 2270713
Rebecca Gompper
Chief Compliance OfficerCRD 6889453
Contacts
3 of 15JOHN RAUS
Managing DirectorCRD 6395276
Anna Kastrilevich
Vice PresidentCRD 7193947
Brandon Johnson
Registered RepresentativeCRD 7192629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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