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FIDUCIARY FINANCIAL PARTNERS, LLC

1250 E. Diehl Road
Suite 404
Naperville, Illinois 60563
Tel: 630-780-1534

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About FIDUCIARY FINANCIAL PARTNERS, LLC

FIDUCIARY FINANCIAL PARTNERS, LLC, formally registered with the SEC as FIDUCIARY FINANCIAL PARTNERS, LLC. The firm was established in 07/05/2013. They have over 1 offices throughout the country.

FIDUCIARY FINANCIAL PARTNERS, LLC is a Naperville, Illinois based Financial Planning firm with nearly $164,648,427 assets under management, offering retirement planning & investment advisory services to 711 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156389
SEC#801-78241
Assets Managed by Firm$164,648,427
No. of Clients711
No. of Advisors7

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total711$164,648,427
Individuals (other than high net worth individuals)66$23,407,462
High net worth individuals91$122,887,688
Pension and profit sharing plans12$17,601,270
Charitable organizations1$210,375
Corporations or other businesses1$541,632

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