Fiduciary Wealth
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 164702
- Website
- fiduciarymn.com
- Custodians
- AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM
- Client types
- Individuals79.29%
- HNWI20.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fiduciary Wealth is an independent, Minnesota-registered limited liability company that provides fee-based portfolio management primarily for individuals, families and small-business clients. The firm is organized and owned by an individual proprietor and charges standard asset-based fees. Its advisory activity centers on discretionary portfolio management rather than pension consulting or multi-state institutional work. The firm does not position itself as an ESG-driven manager.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
2 of 2
Curtis Purington
OwnerCRD 1063438
Christina Purington
CRD 8349080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3800 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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