1060 Maitland Center Commons
Suite 360
Maitland, Florida 32751
Tel: 407.740.6111
FIDUCIARY FIRST, formally registered with the SEC as FIDUCIARY FIRST. The firm was established in 04/07/2011. They have over 2 offices throughout the country.
FIDUCIARY FIRST is a Maitland, Florida based Financial Planning firm with nearly $3,307,577,140 assets under management, offering retirement planning & investment advisory services to 99 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150330 |
SEC# | 801-72234 |
Assets Managed by Firm | $3,307,577,140 |
No. of Clients | 99 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 99 | $3,307,577,140 |
Pension and profit sharing plans | 38 | $3,307,577,140 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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