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FIDUCIENT ADVISORS LLC

500 W Madison Street
Suite 3260
Chicago, Illinois 60661-4593
Tel: 312-853-1000

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About FIDUCIENT ADVISORS LLC

FIDUCIENT ADVISORS LLC, formally registered with the SEC as FIDUCIENT ADVISORS LLC. The firm was established in 03/27/1995. They have over 14 offices throughout the country.

FIDUCIENT ADVISORS LLC is a Chicago, Illinois based Financial Planning firm with nearly $55,897,061,358 assets under management, offering retirement planning & investment advisory services to 1094 clients. The firm is staffed with 218 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106720
SEC#801-48820
Assets Managed by Firm$55,897,061,358
No. of Clients1094
No. of Advisors218

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS)

Firm Client Information

No. of ClientsAUM
Firm Total1094$55,897,061,358
Individuals (other than high net worth individuals)200$98,014,892
High net worth individuals432$20,507,351,308
Pension and profit sharing plans131$22,408,311,522
Charitable organizations325$12,805,023,014
Corporations or other businesses6$78,360,622

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