FIDUCIARYVEST, LLC

600 Galleria Parkway Se
Suite 890
Atlanta, Georgia 30339-5938
Tel: 404-446-1270

About FIDUCIARYVEST, LLC

FIDUCIARYVEST, LLC, formally registered with the SEC as FIDUCIARYVEST, LLC. The firm was established in 02/17/2005. They have over 2 offices throughout the country.

FIDUCIARYVEST, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $4,640,902,467 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134351
SEC#	801-63958
Assets Managed by Firm	$4,640,902,467
No. of Clients	56
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other ((A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	56	$4,640,902,467
High net worth individuals	5	$94,266,857
Pension and profit sharing plans	11	$2,368,736,162
Charitable organizations	11	$1,598,142,903
Corporations or other businesses	Fewer than 5 clients	$24,390,843

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