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FIDUCIARY FIRST

1060 Maitland Center Commons
Suite 360
Maitland, Florida 32751
Tel: 407.740.6111

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About FIDUCIARY FIRST

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.

Firm Information

SEC Current StatusApproved
Firm CRD#150330
SEC#801-72234
Assets Managed by Firm$3,307,577,140
No. of Clients99
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (VALUE OF PLAN ASSETS)

Advisory Services Provided

  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total99$3,307,577,140
Pension and profit sharing plans38$3,307,577,140

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