THE FIDUCIARY GROUP

310 Commercial Drive
Savannah, Georgia 31406-3682
Tel: 912-303-9000

About THE FIDUCIARY GROUP

THE FIDUCIARY GROUP, formally registered with the SEC as THE FIDUCIARY GROUP. The firm was established in 05/13/2015. They have over 1 offices throughout the country.

THE FIDUCIARY GROUP is a Savannah, Georgia based Financial Planning firm with nearly $1,613,411,088 assets under management, offering retirement planning & investment advisory services to 1566 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	221530
SEC#	801-96251
Assets Managed by Firm	$1,613,411,088
No. of Clients	1566
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1566	$1,613,411,088
Individuals (other than high net worth individuals)	249	$91,192,212
High net worth individuals	332	$1,052,759,181
Pension and profit sharing plans	38	$274,571,133
Charitable organizations	2	$7,174,849
Corporations or other businesses	33	$187,713,713

More Retirement Planning firms in Savannah, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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